| As of Date | 05/18/2026 |
| Registration | SEC, Approved, 05/02/1988 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 1,635,025,695 56% |
| of that, discretionary | 1,630,994,044 81% |
| Number of Employees | 14 -7% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,934,942 26% |
| % High Net Worth | 56.01% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date12/01/2025 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date10/24/2024 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date09/27/2023 | Form ADV-E View Report |