WOLFSON WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 154034). Regulatory assets under management: $21.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| WOLFSON LESLIE JAY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER & CHIEF COMPLIANCE OFFICER | — |
| WOLFSON LES J | CHIEF COMPLIANCE OFFICER | — |