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Wolfstich Capital, LLC

● SEC registered since 2021CRD 146026SEC# 801-121875Medfield, MA
Export (members)
Reg. AUM
$148.9M
Employees
1
Accounts
253
Location
Medfield, MA

Wolfstich Capital, LLC assets under management

Wolfstich Capital, LLC operates as an SEC-registered investment adviser based in Medfield, MA. The firm has been registered since 2021. It reports $148.9 million in regulatory assets under management and employs 1 people.
www.wolfstichcapital.comView on SEC.gov ↗

Wolfstich Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Theodore John Wolfstich ControlManaging Member And Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Wolfstich Capital, LLC manage?

Wolfstich Capital, LLC reports $148.9 million in regulatory assets under management on its Form ADV.

How many employees does Wolfstich Capital, LLC have?

Wolfstich Capital, LLC reports 1 employees.

Where is Wolfstich Capital, LLC located?

Wolfstich Capital, LLC is based in Medfield, MA and has been SEC-registered since 2021.

Does Wolfstich Capital, LLC disclose fund performance?

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

Contact & registration

Address445 Main Street, Suite 303, Medfield, MA 02052
Phone781-475-6157
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.9M
Non-discretionary$0
Total (RAUM)$148.9M