Wolfson Private Wealth, LLC

Overview

Wolfson Private Wealth, LLC is a state registered investment adviser based in Ft Lauderdale, FL, registered since 2021. It reports $2.7M in assets under management across 16 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$2.7M

Discretionary

100%

Accounts

16

Average account

$168K

Employees

1

Advisory reps

1

Registered since

2021

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Zachary Wolfson Managing Member, Chief Compliance Officer CRD 6584857

Advisory reps 1 of 1

• Zachary Wolfson Insurance Agent · Investment Adviser Rep CRD 6584857

Location

Headquarters

1700 NW 64th St Ste 470
Ft Lauderdale, FL 33309

County

Broward

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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