# Wolfson Private Wealth, LLC

> Wolfson Private Wealth, LLC is a state-registered investment advisory firm in Ft. Lauderdale, FL, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 314416
- Filed as: WOLFSON PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ft. Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314416
- AdvisorCensus page: https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416

## Quick answers

**How is Wolfson Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wolfson Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wolfson Private Wealth, LLC located?**
Wolfson Private Wealth, LLC's principal office is in Ft. Lauderdale, FL, according to its Form ADV.

**Is Wolfson Private Wealth, LLC registered with the SEC or a state?**
Wolfson Private Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314416.

**How much does Wolfson Private Wealth, LLC manage?**
Wolfson Private Wealth, LLC reports $2,689,818 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Wolfson Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (2).

**Does Wolfson Private Wealth, LLC 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/314416

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,689,818
- Discretionary: $2,689,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,180,663 |
| High net worth individuals | 2 | $509,155 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolfson Private Wealth, LLC (CRD 314416): Form ADV filing data as of October 2026.