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Wolfers Asset Management LLC

● SEC registered since 2025CRD 121359SEC# 801-132059
Export (members)
Reg. AUM
$142.3M
Employees
5
Accounts
346
Location

Wolfers Asset Management LLC assets under management

Wolfers Asset Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $142.3 million in regulatory assets under management and employs 5 people.

Wolfers Asset Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric Michael WheelerCco/Portfolio ManagerUnder 5%2024
Erik Sean Wolfers ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Wolfers Asset Management LLC manage?

Wolfers Asset Management LLC reports $142.3 million in regulatory assets under management on its Form ADV.

How many employees does Wolfers Asset Management LLC have?

Wolfers Asset Management LLC reports 5 employees.

Does Wolfers Asset Management LLC disclose fund performance?

Wolfers Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(510) 601-1935
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.3M
Non-discretionary$0
Total (RAUM)$142.3M