| As of Date | 01/29/2026 |
| Registration | SEC, Approved, 12/04/2007 |
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| ADV Location | KEENE, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 272,940,969 19% |
| of that, discretionary | 272,940,969 19% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,313,059 -21% |
| % High Net Worth | 81.08% -11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WOLF & COMPANY, P.C | Filing Date06/23/2025 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C | Filing Date07/26/2024 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C | Filing Date09/18/2023 | Form ADV-E View Report |