Wolf Pack Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,139,306
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$189,884
About
Wolf Pack Wealth provides financial planning, portfolio management, retirement plan consulting, and insurance solutions to individuals, high-net-worth clients, and small business owners. As a newly established firm, it currently reports no assets under management but is structured to offer ongoing supervisory and management services as it onboards clients.
The firm constructs diversified, risk-managed portfolios using a mix of fundamental and technical analysis and asset-allocation strategies, and conducts quarterly reviews with additional meetings triggered by significant life or market events. Wolf Pack Wealth operates on a non-discretionary basis, requires client approval for transactions, and uses formal onboarding processes (including a comprehensive onboarding requirement for households with multiple accounts) to align client accounts with a cohesive financial plan.
Distinctive features relative to many investment-manager peers include a wider set of engagement and billing options — hourly consultations, bundled-hour packages, retainer arrangements, and access to educational webinars and planning tools — in addition to traditional AUM-based billing. The firm is affiliated with an independent marketing organization and is licensed to sell insurance products that may generate commissions, a compensation structure disclosed in its brochure and noted as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General tax planning
Business ownership considerations
Private / alternative investments
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Young Professionals
Mid-Career Professionals
Retired
Fee options
Onboarding fees ranging from $250 to $5,000 depending on complexity; Streamlined onboarding fees of $250 (one account) or $500 (two accounts)
$0 - $100,000: Flat fee of $100 per month $100,000 - $250,000: 1.00% annually $250,000 - $1,000,000: Sliding scale from 1.00% to 0.85% annually $1,000,000+: 0.75% annually (customized fee structure for accounts over $1M)
Commissions earned from sale of insurance products (life insurance, annuities)
Standard hourly rate of $200/hour; discounted bundled packages available; retainer options at $400/month or $1,000/quarter
Account minimum: $100,000 Minimum fee: $100 per month for accounts under $100,000 Fee-only: Custom financial plan fees ranging from $250 to $25,000 depending on complexity and services
Main office location
Wolf Pack Wealth
515 Court Street 2 G
Reno NV 89501, United States
Number of offices
1
Most active in
Wolf Pack Wealth has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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