WOLFSON PRIVATE WEALTH, LLC

WOLFSON PRIVATE WEALTH, LLC of FT. LAUDERDALE, FL is an SEC-registered investment adviser (CRD 314416). Regulatory assets under management: $2.7M.

Registration

• CRD: 314416
• Type: Registered investment adviser
• Location: 1700 NW 64TH ST, FT. LAUDERDALE, FL, 33308
• Phone: 954-609-5386
• Latest filing: 2026-03-25
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search