WOLFSON WEALTH MANAGEMENT, LLC

WOLFSON WEALTH MANAGEMENT, LLC of FAYETTEVILLE, NY is an SEC-registered investment adviser (CRD 282661). Regulatory assets under management: $51.3M.

Registration

• CRD: 282661
• SEC file number: 801-107224
• Type: Registered investment adviser
• Location: 7030 EAST GENESEE ST., FAYETTEVILLE, NY, 13066
• Phone: (315) 449-4730
• Latest filing: 2018-11-08
• Regulatory AUM: $51.3M
• Discretionary AUM: $51.3M
• Clients: 3
• Accounts: 150

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 282661 on SEC IAPD (source of record)
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