WULLSCHLEGER GROUP

Overview

Wullschleger Group is a small, individual-owned advisory firm organized as a limited liability company that manages bespoke portfolios for individuals and families. The firm bills clients as a percentage of assets under management and describes itself as a capital allocator that provides portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Investment activity is equity‑centric: the firm’s filings show a pronounced preference for exchange‑traded equities and the use of separately managed account structures. Wullschleger Group does not identify as an active ESG investor and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices