# Wolfbridge Wealth

> Wolfbridge Wealth is a state-registered investment advisory firm in Durham, NC, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 148317
- Filed as: WOLFBRIDGE WEALTH
- Legal name: Wolfbridge Financial Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148317
- AdvisorCensus page: https://advisorcensus.com/firm/wolfbridge-wealth-durham-nc-148317

## Quick answers

**How is Wolfbridge Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Wolfbridge Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wolfbridge Wealth located?**
Wolfbridge Wealth's principal office is in Durham, NC, according to its Form ADV.

**Is Wolfbridge Wealth registered with the SEC or a state?**
Wolfbridge Wealth is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148317.

**How much does Wolfbridge Wealth manage?**
Wolfbridge Wealth reports $88,912,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Wolfbridge Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (17).

**Does Wolfbridge Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148317

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $88,912,000
- Discretionary: $88,912,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $17,091,200 |
| High net worth individuals | 32 | $71,820,800 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wolfbridgefinancial.com
- wolfbridgewealth.com
- Facebook @WOLFBRIDGEFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolfbridge Wealth (CRD 148317): Form ADV filing data as of October 2026.