Wolf Pack Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolf Pack Wealth is an independent, single-advisor firm that manages roughly $1.14 million for a small client base, serving individuals, high‑net‑worth clients, and small business owners. The firm provides financial planning and portfolio management (including retirement plan consulting for small businesses), estate planning coordination, insurance solutions, and both standalone and ongoing advisory engagements; all accounts are managed on a non‑discretionary basis, so clients retain final approval of transactions.
The firm describes a tailored, collaborative approach that emphasizes asset allocation, diversification, and a mix of fundamental and technical analysis to build client portfolios, and it integrates accounts into interactive planning software as part of onboarding. Clients receive periodic reviews, access to planning tools and market commentary, and ongoing educational resources — with webinars and workshops included in some service arrangements — reflecting an emphasis on client education and documented onboarding.
Wolf Pack Wealth is notable among peers for its dual role as a licensed insurance agent affiliated with an independent marketing organization and for accepting commission-based insurance product sales, a practice the brochure discloses as a potential conflict mitigated by fiduciary policies. The firm also offers pro bono reviews of outside accounts and runs educational seminars/workshops, and it provides a wide range of planning tiers (including standalone custom plans and consulting/retainer options) that are uncommon for a solo RIA with a very small client roster.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Onboarding fees ranging from $250 to $5,000 depending on complexity; Streamlined onboarding fees $250 (1 account) or $500 (2 accounts); focused consulting packages from $500 to $800
$100,000 - $250,000: 1.00% annually $250,000 - $1,000,000: Sliding scale from 1.00% to 0.85% annually $1,000,000+: 0.75% annually (customized fee structure)
Commissions may be earned from sale of insurance products such as life insurance and annuities
Standard hourly rate of $200/hour; discounted bundled packages available: 3 hours for $550, 5 hours for $900, 10 hours for $1,750
Monthly retainer $400/month for up to 2 hours consultation; Quarterly retainer $1,000 for up to 6 hours
Account minimum: $100,000 Minimum fee: Flat fee of $100 per month for accounts under $100,000 Fee-only: Financial planning fees ranging from $250 to $25,000 depending on plan complexity and tier (onboarding and custom plans)
Main office
515 Court Street, Suite 2 G
Reno NV 89501
Advisors at this office
1
Most active in
Nevada
Also doing business as
Wolf Pack Wealth · Wolf Pack Wealth 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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