WOLFBRIDGE WEALTH of DURHAM, NC is an SEC-registered investment adviser (CRD 148317). Regulatory assets under management: $88.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| KOTHAKOTA MICHAEL GERARD | CIO, CHIEF COMPLIANCE OFFICER | — |
| WERY JESSICA JO | PRESIDENT | — |
| KOTHAKOTA MICHAEL G | CIO, CHIEF COMPLIANCE OFFICER | — |
| WERY JESSICA | PRESIDENT | — |