Wolfers Asset Management LLC
● SEC registered since 2025CRD 121359SEC# 801-132059
Reg. AUM
$165.3M
Employees
4
Accounts
367
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 $165.3 million in regulatory assets under management and employs 4 people.
Wolfers Asset Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Michael Wheeler | Cco/Portfolio Manager | Under 5% | 2024 |
| Erik Sean Wolfers Control | Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Wolfers Asset Management LLC manage?
Wolfers Asset Management LLC reports $165.3 million in regulatory assets under management on its Form ADV.
How many employees does Wolfers Asset Management LLC have?
Wolfers Asset Management LLC reports 4 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 hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.3M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$165.3Mregulatory AUM
Discretionary $165.3M