WOLFERS ASSET MANAGEMENT LLC

WOLFERS ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 121359). Regulatory assets under management: $165.3M.

Registration

• CRD: 121359
• SEC file number: 801-132059
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121359 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search