Wolfstich Capital, LLC
● SEC registered since 2021CRD 146026SEC# 801-121875Medfield, MA
Reg. AUM
$162.1M
Employees
1
Accounts
273
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 $162.1 million in regulatory assets under management and employs 1 people.
Wolfstich Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Theodore John Wolfstich Control | Managing Member And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Wolfstich Capital, LLC manage?
Wolfstich Capital, LLC reports $162.1 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
| Address | 445 Main Street, Suite 303, Medfield, MA 02052 |
| Phone | 781-475-6157 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.1M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$162.1Mregulatory AUM
Discretionary $162.1M