W
Wolfson Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,689,818
Total clients
16
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$168,114
About
The firm provides discretionary portfolio management as well as financial planning and consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) and small businesses. Services include implementation of model portfolios and advice across a broad investable universe, including traditional securities as well as real estate, private placements, structured products, and derivatives.
The adviser typically manages accounts on a tailored, discretionary basis (non‑discretionary arrangements are available) and uses a mix of methods — including fundamental and technical analysis and both long‑ and short‑term strategies — to meet client objectives. Accounts are monitored on an ongoing basis with at least weekly reviews, and the firm notes that tax efficiency is not its primary management objective, advising clients to consult tax professionals where appropriate.
Noteworthy for a newly registered, single‑advisor practice, the firm offers performance‑based fee arrangements to qualified clients while simultaneously managing asset‑based accounts, and discloses policies intended to address the resulting conflicts (periodic senior reviews, fair valuation procedures, and allocation protocols). The firm’s principal also maintains separate insurance licensing and may earn commissions on insurance products, a potential conflict the brochure discloses.
Client services
Financial planning
Portfolio management
Advisory consulting
Expertise
Options & derivatives strategies
Real estate investing
Private / alternative investments
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
0.5% to 1% annually, varying based on market value of assets, type/complexity of services, and level of administration
$500 per hour for financial planning and financial consulting services; negotiable depending on scope and complexity.
Performance-based fees charged to qualified clients (net worth > $2,100,000 or assets managed ≥ $1,000,000). Fixed portion up to 1% annually; performance fee up to 5% of annual gross profits, payable quarterly in arrears, adjusted for deposits/withdrawals.
Account minimum: No stated minimum account size to open and maintain an advisory account; however, the firm may terminate accounts deemed too small to manage effectively. Fee-only: Annual portfolio management fees between 0.5% and 1% of assets under management; hourly fees for financial planning and consulting services.
Main office location
Wolfson Private Wealth, LLC
1700 Nw 64 Th St, # 470
Ft. Lauderdale FL 33308, United States
Number of offices
1
Most active in
Wolfson Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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