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WOLFE RESEARCH ADVISORS, LLC

NEW YORK, NY · CRD 326717 · IAPD ↗ · 646-845-0700

$0Regulatory AUM
143Advisory reps
209Employees
7Clients
0Planning clients
1Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — WOLFE RESEARCH ADVISORS, LLC now reports 1 private fund(s) ($2.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2026 — WOLFE RESEARCH ADVISORS, LLC grew from 120 to 143 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — WOLFE RESEARCH ADVISORS, LLC shrank from 145 to 120 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — WOLFE RESEARCH ADVISORS, LLC grew from 99 to 145 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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