Wolfbridge Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolfbridge Wealth is a small advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. It manages roughly $89 million in discretionary assets for a limited client base and also provides pension consulting and retirement-plan advisory services.
The firm combines fundamental security analysis with technical and cyclical macroeconomic considerations, conducts primary research using issuer filings and other documentary sources, and implements ongoing portfolio monitoring while allowing clients to impose reasonable account restrictions. It serves as a fiduciary for retirement accounts, performs quarterly account reviews, and requires clients to custody assets with the firm’s recommended custodian.
Firm leadership is active in producing educational content — including webinars and white papers through a financial-planning technology research council — and also maintains academic teaching roles, a feature the brochure highlights as part of the firm’s external activities. The firm additionally offers services that are less common among peers of its size, such as fee-based equity research, tax-return preparation under an affiliated d/b/a for existing clients, business valuation work, and specialized divorce-planning consulting.
Client services
Expertise
Fee options
Pension consulting may be charged a flat consulting fee (specific amounts not stated).
$0 - $750,000: 1.50% $750,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.25% $50,000,001+: 0.15%
Financial planning: $350-$750/hour; Divorce planning: $800/hour.
Account minimum: $500,000 Fee-only: Financial planning fees range from $350 to $750 per hour; Divorce planning at $800 per hour; business valuations and equity research fees not specifically detailed.
Main office
4819 Emperor Boulevard, Suite 400
Durham NC 27703
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Name 311 · Tax Services · Wolfbridge Divorce Solutions · Wolfbridge Financial Corporation · Wolfbridge Tax Services · Wolfbridge Wealth · Wolfwise Analyst Reports
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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