WOLFSTICH CAPITAL, LLC
CRD #146026 SEC #801-121875 MEDFIELD, MA 781-475-6157
SEC Registered
Total AUM
$148.9M
Discretionary
$148.9M
Employees
1
Clients
25
Accounts
253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $148.9M | $148.9M | $0 | 1 | 0 |
| Apr 2025 | $144.6M | $144.6M | $0 | 1 | 0 |
| Jan 2025 | $144.6M | $144.6M | $0 | 1 | 0 |
| Aug 2024 | $128.6M | $128.6M | $0 | 1 | 0 |
| Jul 2024 | $128.6M | $128.6M | $0 | 1 | 0 |
| Apr 2024 | $128.6M | $128.6M | $0 | 1 | 0 |
| Jan 2024 | $128.6M | $128.6M | $0 | 1 | 0 |
| Dec 2023 | $119.8M | $119.8M | $0 | 1 | 0 |
| Oct 2023 | $119.8M | $119.8M | $0 | 1 | 0 |
| Apr 2023 | $119.8M | $119.8M | $0 | 1 | 0 |
| Jan 2023 | $119.8M | $119.8M | $0 | 1 | 0 |
| Sep 2022 | $109M | $109M | $0 | 1 | 0 |
| Jul 2022 | $109M | $109M | $0 | 1 | 0 |
| Mar 2022 | $130.7M | $130.7M | $0 | 1 | 0 |
| Mar 2022 | $130.7M | $130.7M | $0 | 1 | 0 |
| Mar 2022 | $130.7M | $130.7M | $0 | 1 | 0 |
| Jan 2022 | $130.7M | $130.7M | $0 | 1 | 0 |
| Sep 2021 | $120.1M | $120.1M | $0 | 1 | 3 |
| Sep 2021 | $114.4M | $114.4M | $0 | 1 | 3 |
| Aug 2021 | $114.4M | $114.4M | $0 | 1 | 3 |
| Jul 2021 | $114.4M | $114.4M | $0 | 1 | 3 |
| Jun 2021 | $114.4M | $114.4M | $0 | 2 | 3 |
DateJun 2025
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees1
Clients3
DateSep 2021
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees1
Clients3
DateAug 2021
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees1
Clients3
DateJul 2021
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees1
Clients3
DateJun 2021
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees2
Clients3