# WOLFSON WEALTH MANAGEMENT

WOLFSON WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 154034
- Type: SEC-registered investment adviser
- SEC file number: 801-71527
- Phone: 916-769-0078
- Latest filing: 2026-03-31
- Regulatory AUM: $21.0M
- Discretionary AUM: $21.0M
- Clients: 2
- Accounts: 77

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| WOLFSON LESLIE JAY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER & CHIEF COMPLIANCE OFFICER | — |
| WOLFSON LES J | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154034/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154034/similar
- Related entities: https://search.stillhousedata.com/firm/154034/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154034

---

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.