Newport Securities
43yrs
Top advisor by experience in Temecula
1yr
Travis Cramer
Financial advisor at Wolfgang Capital
Travis Cramer is a fiduciary financial advisor in Temecula, California, with 1 year in the industry. Travis joined Wolfgang Capital in 2025, a firm offering financial planning, investment management, and educational workshops. Wolfgang Capital reports being paid through a percentage of assets.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office28751 Rancho California Rd Suite 100, Temecula, CA 92590
FirmWolfgang Capital
How the firm is paid ?Percent of assets
Typical client at the firm ?$299,730
Advisors at the firm4
States licensed ?1 state
Services through Wolfgang Capital
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowWolfgang CapitalCurrent firm
Contact Travis
(951) 200-5084Wolfgang Capital main office 28751 Rancho California Rd Suite 100Temecula, CA 92590Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Travis
Tailored to Travis’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Travis
How do I contact Travis?
Call Wolfgang Capital at (951) 200-5084 and ask for Travis Cramer. Travis works from the Temecula, CA office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Travis hold?
Series 65. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Wolfgang Capital reports being paid by a percentage of the assets they manage. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
43yrs
Top 1% by experience in Temecula
Primerica Advisors
39yrs
Top 2% by experience in Temecula
Vineyard Wealth Advisory
39yrs
Top 2% by experience in Temecula
Cetera Investment Advisers
37yrs
Top 3% by experience in Temecula
LPL Financial
35yrs
Top 4% by experience in Temecula