| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 10/04/2010 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 857 xxxxxxx |
| Websites |
| AUM* | 175,000,000 22% |
| of that, discretionary | 175,000,000 22% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,166,667 22% |
| % High Net Worth | 97.40% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small 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 Date08/19/2025 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date01/02/2025 | Form ADV-E View Report |
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date10/23/2023 | Form ADV-E View Report |