Wolfson Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolfson Wealth Management works with individual and high-net-worth clients to provide discretionary portfolio management and financial planning and consulting, including investment plan checkups that result in written reports and in-person consultations. Portfolios are constructed from individual stocks, bonds, mutual funds, ETFs, options and other public and private securities and are continuously monitored and rebalanced as appropriate.
The firm employs a mix of fundamental, technical and cyclical analysis and uses strategies ranging from long-term buy-and-hold to short-term trading and options strategies, with accounts generally managed on a discretionary basis. Reviews are performed at least quarterly, and the firm typically limits client-imposed restrictions on investments due to the added complexity in managing accounts.
What is distinctive for this firm is its principal’s 100% ownership interest in a real estate brokerage (DeltaBrokers), an affiliation disclosed in the brochure and identified as a potential conflict of interest that the firm says it will manage and disclose to clients. The firm also uses derivatives in separately managed accounts — including options and exposures via leveraged/inverse ETFs and swap-based instruments — a practice that is relatively uncommon among peer supported firms; the adviser operates with a small client roster (32 clients, $21 million AUM), which the brochure indicates supports personalized reviews and service.
Client services
Expertise
Fee options
Up to 1.5% annually
Investment Plan Checkup fees range from $179 to $779 depending on scope and complexity.
Main office
Isleton CA
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Leslie Wolfson · Wolfson Wealth Management · Wolfson Wealth Management, LLC · Wolfson, Leslie Jay · Wolfsonwealth Management
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Leslie W
Series 63, Series 65
Iselton, CA
Wolfson Wealth Management
Leslie Wolfson is a financial advisor at Wolfson Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta Brokers since 2011 alongside her role at Wolfson Wealth Management, which she joined in 2010. Outside of her advisory work, she owns a real estate brokerage that operates independently of her financial services. Wolfson Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, offering tailored portfolios that include a variety of securities and investment strategies. The firm combines fundamental, technical, and cyclical analysis, employing approaches from long-term holdings to short-term trading and options transactions.
Glenn W
Series 65
Isleton, CA
Wolfson Wealth Management
Glenn Wolfson is a Series 65-licensed advisor with 14 years of industry experience, currently serving clients through Wolfson Wealth Management and Delta Brokers. He also works as a solutions consultant for Ceridian, focusing on HR, payroll, and tax filing services. Wolfson Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies. The firm offers personalized investment plans and retirement reviews, with portfolios regularly monitored and rebalanced to meet clients’ objectives and risk tolerances.
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