Full text of WR SECURITIES, LLC's X-17A-5 filed 2025-02-13 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ Statement of Financial Condition December 31, 2024 {1}------------------------------------------------ ## Wolfe Research Securities ### TABLE OF CONTENTS December 31, 2024 ### ANNUAL AUDITED FOCUS REPORT FACING PAGE....................................................................................................................................... ### REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM ...................................................................................................................... #### FINANCIAL STATEMENT | Statement of Financial Condition | | |----------------------------------|--| | Notes to the Financial Statement | | {2}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden ho # ANNUAL REPORTS FORM X-17A-5 PART III | MIS NEI TESTULISE. | | |--------------------|--| | | | | SEC FILE NUMBER | | | 8-68406 | | FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING 01/01/2024 MM/DD/YY MM/DD/YY 12/31/2024 A. REGISTRANT IDENTIFICATION # NAME OF FIRM: Wolfe Research Securities TYPE OF REGISTRANT (check all applicable boxes): 国 Broker-dealer □ Check here if respondent is also an OTC derivatives dealer AND ENDING ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 757 Third Ave, Sixth Floor | | (No. and Street) | | | | | | |----------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------|-----------------|--------------------------------------------|--|--|--| | New York | NY | | | | | | | (City) | (State) | | (Zip Code) | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Francis Jordan | 646-845-0709 | | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | | | | | | | | | B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | Sanville & Company | (Name - if individual, state last, first, and middle name) | | | | | | | | Huntingdon Valley | PA | 19006 | | | | | | (City) | (State) | (Zip Code) | | | | | | | 169 | | | | | | 2617 Huntingdon Pike<br>(Address)<br>9…Read the full text as markdown