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WOLFSTICH CAPITAL, LLC

MEDFIELD, MA · CRD 146026 · IAPD ↗ · wolfstichcapital.com · 781-475-6157

$162.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2025 — WOLFSTICH CAPITAL, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2024 — WOLFSTICH CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
February 2024 — WOLFSTICH CAPITAL, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.