Wolfers Asset Management Llc
- Regulatory AUM
- $165M
- Discretionary
- $165M
- Clients
- 122
- Avg AUM / client
- $1.4M
- Accounts
- 367
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $14.6M | 8.81% |
| High net worth individuals | 73 | $151M | 91.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Michael Wheeler | Registered representative | CFA | Feb 2016 (10y) | |
| Alison Michelle Daly Van Dyke | Registered representative | CFP | Mar 2025 (1y) | |
| Erik Sean Wolfers | Registered representative | CFP | May 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $165M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗