Wolfpack Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$617,320
Clients
17
Advisors
1
of 1 employees
About
Wolfpack Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, and corporations and other businesses. Services described in the brochure include discretionary direct investment management, complete/partial/hourly financial planning, and business retirement plan consulting; eligible Wealth Management clients may be offered bundled tax preparation and accounting services through an affiliated entity, Wolfpack Tax & Accounting LLC.
The firm develops individualized investment policy statements and manages portfolios on a discretionary basis, combining passive and active approaches and employing fundamental, technical, and Modern Portfolio Theory analyses while conducting quarterly reviews. Portfolio supervision is described as incorporating tax considerations, and clients can request socially responsible investment parameters or place reasonable investment restrictions.
Distinctive aspects disclosed in the brochure include common ownership with Wolfpack Tax & Accounting LLC through Five M Holdings LLC and the potential for bundled tax/accounting services for eligible Wealth Management clients (a relationship the brochure notes clients may decline). The firm also provides employer retirement-plan and pension consulting — acting as a fiduciary for plans as defined under ERISA Section 3(21)(A)(ii) — and the most recent brochure update removed previously offered educational seminars and speaking engagements.
Client services
Expertise
Fee options
Financial Planning fixed fees: Complete Financial Planning $3,600 to $30,000; Partial Financial Planning $900 to $3,600; Wealth Management Services flat fees $4,800 to $42,000 annually
$0 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $100,000,000: 0.40% $100,000,001+: 0.35%
Hourly Financial Planning rate: $400/hour
Account minimum: $500,000 (typical guideline, not absolute minimum; may accept clients with lower assets based on circumstances) Minimum fee: Minimum annual fee for Business Retirement Plan Consulting Services: $3,000 Fee-only: Flat fee Wealth Management Services: annual fees range from $4,800 to $42,000, depending on client needs and complexity; fees are negotiable and billed in arrears; financial planning fixed fees range from $900 to $30,000 (based on type and complexity); hourly financial planning offered at $400 per hour
Main office
Denver CO
Advisors at this office
1
Most active in
California · Colorado · Texas
Also doing business as
Wolfpack Investment Management · Wolfpack Investment Management LLC · Wolfpack Wealth Management · Wolfpack Wealth Management 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:
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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