Wolfpack Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$617,320
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$36,313
About
Wolfpack Wealth Management provides investment advisory and financial planning services to individuals and also accepts employer and business clients, including retirement plan sponsors and certain institutional or pension accounts. The firm’s services include discretionary portfolio management, complete and partial financial planning engagements, wealth management that combines planning with investment oversight, and retirement plan consulting for plan sponsors.
The firm implements an asset-allocation framework that blends passive and active strategies and uses fundamental, technical, and cyclical analysis to build customized Investment Policy Statements and portfolios. Clients receive ongoing monitoring and periodic reviews, written financial plans, and access to educational seminars and participant education for workplace retirement plans.
Noteworthy distinctions in Wolfpack’s practice include an affiliated tax preparation and accounting entity that can be bundled for eligible Wealth Management clients (provided as a separate legal service and optional to clients). The firm also accepts plan and pension consulting engagements and facilitates third‑party estate-document preparation and public educational seminars—services that are less common among solo independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Complete Financial Planning fees range from $5,000 to $30,000; Partial Financial Planning fees range from $900 to $3,600; Wealth Management Services annual flat fees range from $3,600 to $42,000
$0 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $100,000,000: 0.40% $100,000,001+: 0.35%
Hourly Financial Planning services at $400 per hour
Minimum fee: Wealth Management Services have a minimum flat annual fee of $3,600; Business Retirement Plan Consulting has a minimum annual fee of $3,000 Fee-only: Wolfpack is a fee-only firm; Wealth Management Services flat fees range from $3,600 to $42,000 annually; Financial Planning fees are fixed or hourly.
Main office location
Wolfpack Wealth Management
Denver CO, United States
Number of offices
1
Most active in
Wolfpack Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Colorado
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
YouTube
Website
323-205-5630
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