Wolfe Research Advisors, LLC
Wolfe Research Advisors, LLC is an SEC-registered asset manager in New York, NY with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wolfe Research Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326717, SEC 801-128154, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-31)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 209
- Clients
- 7
- CRD
- 326717
- Ownership
- LAMKE, JAMES, DANIEL; GANG, THOMAS, PAUL; JORDAN, FRANCIS; FULK, MACKENZIE, ELLIOT; WOLFE HOLDCO, LLC
How much AUM does Wolfe Research Advisors, LLC have?
Wolfe Research Advisors, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wolfe Research Advisors, LLC?
Disclosed owners and executives of Wolfe Research Advisors, LLC include LAMKE, JAMES, DANIEL, GANG, THOMAS, PAUL, JORDAN, FRANCIS, FULK, MACKENZIE, ELLIOT, WOLFE HOLDCO, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.