# WOLFBRIDGE WEALTH

WOLFBRIDGE WEALTH of DURHAM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 148317
- Type: SEC-registered investment adviser
- SEC file number: 801-69667
- Location: 4819 EMPEROR BOULEVARD, DURHAM, NC, 27703
- Phone: 919-267-6740
- Latest filing: 2026-03-25
- Regulatory AUM: $88.9M
- Discretionary AUM: $88.9M
- Clients: 3
- Accounts: 49

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [KOTHAKOTA MICHAEL GERARD](https://search.stillhousedata.com/person/791880) | CIO, CHIEF COMPLIANCE OFFICER | — |
| [WERY JESSICA JO](https://search.stillhousedata.com/person/791881) | PRESIDENT | — |
| [KOTHAKOTA MICHAEL G](https://search.stillhousedata.com/person/798736) | CIO, CHIEF COMPLIANCE OFFICER | — |
| [WERY JESSICA](https://search.stillhousedata.com/person/798737) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148317/similar
- Related entities: https://search.stillhousedata.com/firm/148317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148317

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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.