WOLFSON WEALTH MANAGEMENT, LLC
CRD #282661 SEC #801-107224 FAYETTEVILLE, NY (315) 449-4730
SEC Registered
Total AUM
$51.3M
Discretionary
$51.3M
Employees
3
Clients
26
Accounts
150
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 8, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUST, ROBERT, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
| WOLFSON, ANN, ISSERLIS | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Nov 8, 2018 REGISTERED
Notice Filings (3)
NH NY TX
Address
7030 EAST GENESEE ST.FAYETTEVILLE, NY 13066
United States
Phone: (315) 449-4730