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WOLFSTONE WEALTH

· CRD 319230 · IAPD ↗ · wolfstonewealth.com · 630-640-3582

$110.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — WOLFSTONE WEALTH (location n/a) is newly SEC-registered with $110.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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