Wolfson Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management as well as financial planning and consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) and small businesses. Services include implementation of model portfolios and advice across a broad investable universe, including traditional securities as well as real estate, private placements, structured products, and derivatives.
The adviser typically manages accounts on a tailored, discretionary basis (non‑discretionary arrangements are available) and uses a mix of methods — including fundamental and technical analysis and both long‑ and short‑term strategies — to meet client objectives. Accounts are monitored on an ongoing basis with at least weekly reviews, and the firm notes that tax efficiency is not its primary management objective, advising clients to consult tax professionals where appropriate.
Noteworthy for a newly registered, single‑advisor practice, the firm offers performance‑based fee arrangements to qualified clients while simultaneously managing asset‑based accounts, and discloses policies intended to address the resulting conflicts (periodic senior reviews, fair valuation procedures, and allocation protocols). The firm’s principal also maintains separate insurance licensing and may earn commissions on insurance products, a potential conflict the brochure discloses.
Client services
Expertise
Occupation focus
Fee options
0.5% to 1% annually, varying based on market value of assets, type/complexity of services, and level of administration
$500 per hour for financial planning and financial consulting services; negotiable depending on scope and complexity.
Performance-based fees charged to qualified clients (net worth > $2,100,000 or assets managed ≥ $1,000,000). Fixed portion up to 1% annually; performance fee up to 5% of annual gross profits, payable quarterly in arrears, adjusted for deposits/withdrawals.
Account minimum: No stated minimum account size to open and maintain an advisory account; however, the firm may terminate accounts deemed too small to manage effectively. Fee-only: Annual portfolio management fees between 0.5% and 1% of assets under management; hourly fees for financial planning and consulting services.
Main office
1700 NW 64th St, # 470
Ft. Lauderdale FL 33308
Advisors at this office
1
Most active in
Florida
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
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