Wolfson Wealth Management

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Client assets under management

$21,000,000

Clients

16% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$656,250

About

Wolfson Wealth Management works with individual and high-net-worth clients to provide discretionary portfolio management and financial planning and consulting, including investment plan checkups that result in written reports and in-person consultations. Portfolios are constructed from individual stocks, bonds, mutual funds, ETFs, options and other public and private securities and are continuously monitored and rebalanced as appropriate.

The firm employs a mix of fundamental, technical and cyclical analysis and uses strategies ranging from long-term buy-and-hold to short-term trading and options strategies, with accounts generally managed on a discretionary basis. Reviews are performed at least quarterly, and the firm typically limits client-imposed restrictions on investments due to the added complexity in managing accounts.

What is distinctive for this firm is its principal’s 100% ownership interest in a real estate brokerage (DeltaBrokers), an affiliation disclosed in the brochure and identified as a potential conflict of interest that the firm says it will manage and disclose to clients. The firm also uses derivatives in separately managed accounts — including options and exposures via leveraged/inverse ETFs and swap-based instruments — a practice that is relatively uncommon among peer supported firms; the adviser operates with a small client roster (32 clients, $21 million AUM), which the brochure indicates supports personalized reviews and service.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Passive / index investing

Fee options

Percentage

Up to 1.5% annually

Project-based

Investment Plan Checkup fees range from $179 to $779 depending on scope and complexity.

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

916-769-0078

Advisors at this firm

Leslie W

Series 63, Series 65

Iselton, CA

Wolfson Wealth Management

Leslie Wolfson is a financial advisor at Wolfson Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta Brokers since 2011 alongside her role at Wolfson Wealth Management, which she joined in 2010. Outside of her advisory work, she owns a real estate brokerage that operates independently of her financial services. Wolfson Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, offering tailored portfolios that include a variety of securities and investment strategies. The firm combines fundamental, technical, and cyclical analysis, employing approaches from long-term holdings to short-term trading and options transactions.

Options & derivatives strategies Active portfolio management Passive / index investing

Glenn W

Series 65

Isleton, CA

Wolfson Wealth Management

Glenn Wolfson is a Series 65-licensed advisor with 14 years of industry experience, currently serving clients through Wolfson Wealth Management and Delta Brokers. He also works as a solutions consultant for Ceridian, focusing on HR, payroll, and tax filing services. Wolfson Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies. The firm offers personalized investment plans and retirement reviews, with portfolios regularly monitored and rebalanced to meet clients’ objectives and risk tolerances.

Options & derivatives strategies Active portfolio management Passive / index investing

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