Wolf & Raven Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$668,133
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$66,813
About
Wolf & Raven Private Wealth Management is a small independent advisory firm that provides discretionary asset management, financial planning, and consulting to high‑net‑worth individuals, businesses, and retirement plans. The firm manages roughly $668,000 in client assets across a compact client base and uses a percentage‑of‑AUM fee model and ongoing portfolio management typical of independent advisors.
The firm’s investment approach emphasizes diversified portfolios consistent with modern portfolio theory and employs fundamental, technical, cyclical analysis and Monte Carlo planning techniques to set allocations and evaluate outcomes; accounts are managed on a discretionary basis with quarterly reviews. In addition to individual portfolio management, Wolf & Raven offers financial planning deliverables and limited‑scope ERISA 3(21) fiduciary services for qualified retirement plans, including assistance with investment policy statements, qualified default investment options, and periodic plan monitoring.
What distinguishes the firm from many peers is its focus on pension consulting at the plan‑sponsor level despite its small size and modest AUM — a service set that is uncommon among independent single‑advisor firms. The firm also does not target non‑high‑net‑worth retail individuals, maintains no account minimum, and discloses an institutional relationship with a national custodian that provides technology and operational support to the adviser.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Cash flow / budgeting
General estate planning guidance
General tax planning
Fee options
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01+: 1.00% annually
$225 per hour (negotiable)
Main office location
Wolf & Raven Private Wealth
Aurora CO, United States
Number of offices
1
Most active in
Wolf & Raven Private Wealth has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")