Direwolf Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,022,665
Clients
31
Advisors
3
of 3 employees
About
Governing Dynamics (doing business as Direwolf Wealth Management) provides discretionary portfolio management primarily to high‑net‑worth individuals who typically come to the firm by referral or invitation. Services focus on listed fixed income, publicly traded equities, and options strategies; the firm does not trade unlisted or over‑the‑counter securities.
The firm’s investment process blends top‑down market analysis with fundamental security evaluation and selective technical timing, and it emphasizes diversification and ongoing risk monitoring. For qualified clients, the firm may accept performance‑based fee arrangements and discloses policies intended to address the allocation conflicts those arrangements can create.
What stands out relative to many peers is the firm’s cross‑border connections: a firm representative maintains referral and advisory affiliations with a Mexican broker‑dealer, which the brochure discloses as a potential source of non‑U.S. client relationships. The firm also discloses selective use of options and other derivatives in client accounts, employs staff who develop trading automation tools, and operates with a small, selective client base managing roughly $9 million across about 30 clients.
Client services
Expertise
Fee options
Minimum flat fee of $75 per month for certain accounts
Typically up to 20% of profits above a high-water mark for qualified clients
Minimum fee: $75 per month minimum flat fee for certain accounts
Main office
1095 Evergreen Circle, Suite 200
Woodlands TX 77380
Advisors at this office
3
Most active in
Texas
Also doing business as
Direwolf Wealth Management, LLC · Governing Dynamics, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jose C
Series 65
Woodlands, TX
Direwolf Wealth Management, LLC
Jose Chacon Soto is a financial advisor at Direwolf Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Governing Dynamics, LLC since 2024. Prior to that, he was with IPG Investment Advisors, LLC for five years and has also been self-employed. Direwolf Wealth Management provides discretionary portfolio management primarily to high-net-worth individuals, focusing on listed fixed income, publicly traded equities, and options strategies. The firm’s investment approach combines top-down market analysis with fundamental security evaluation and technical timing, emphasizing diversification and risk monitoring.
Juan P
Series 65
Woodlands, TX
Direwolf Wealth Management, LLC
Juan Puig is a financial advisor at Direwolf Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Direwolf Wealth Management since 2013. Outside of his advisory role, he publishes an online blog called TheFractalStack, providing general financial market and economic commentary. Direwolf Wealth Management offers primarily discretionary portfolio management to high-net-worth individuals, combining top-down market analysis, fundamental security evaluation, and selective technical analysis. The firm serves clients by referral or invitation and employs strategies including fixed income, equities, options, and hourly consulting services.
Eduardo G
Series 65
Woodlands, TX
Direwolf Wealth Management, LLC
Eduardo Giralt is a financial advisor at Direwolf Wealth Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Forte Securities LLC and Alveo Wealth Management, LLC prior to his current role. Outside of Direwolf, Mr. Giralt provides advisory services to clients of Grupo Bursátil Mexicano in Mexico in an independent capacity. Direwolf Wealth Management primarily serves high-net-worth individuals, offering discretionary portfolio management and hourly consulting. The firm employs a combined top-down market analysis, fundamental security evaluation, and selective technical analysis approach, emphasizing diversification and risk management.
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