# WOLFERS ASSET MANAGEMENT LLC

WOLFERS ASSET MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 121359
- Type: SEC-registered investment adviser
- SEC file number: 801-132059
- Phone: (510) 601-1935
- Latest filing: 2026-07-14
- Regulatory AUM: $165.3M
- Discretionary AUM: $165.3M
- Clients: 4
- Accounts: 367

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Erik Sean Wolfers | MANAGING MEMBER | — |
| Eric Michael Wheeler | CCO/PORTFOLIO  MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121359/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121359/similar
- Related entities: https://search.stillhousedata.com/firm/121359/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121359

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.