WOLFSTONE WEALTH, LLC

WOLFSTONE WEALTH, LLC of WHEATON, IL is an SEC-registered investment adviser (CRD 319230). Regulatory assets under management: $110.3M.

Registration

• CRD: 319230
• SEC file number: 801-136177
• Type: Registered investment adviser
• Location: 25W 740 WENONA LN., WHEATON, IL, 60189
• Phone: 630-640-3582
• Latest filing: 2026-05-07
• Regulatory AUM: $110.3M
• Discretionary AUM: $110.3M
• Clients: 2
• Accounts: 152

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 319230 on SEC IAPD (source of record)
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