Wolfbridge Wealth
21yrs
Top 20% by experience in Durham
Wolfbridge Wealth
Durham, NC. Legal name: Wolfbridge Financial Corporation
About the firm
A registered investment advisory firm based in Durham, North Carolina. It manages about $88.9 million for roughly 49 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.81 million
Assets under management ?$88.9 million
Individual clients49
Median years of experience21
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshopsOther services
Advisors at Wolfbridge Wealth
1Advisors
21Median years of experience
1States with offices
–Offices
Also known as
Name 311 · Wolfwise Analyst Reports · Wolfbridge Tax Services · Wolfbridge Financial Corporation · Wolfbridge Divorce Solutions · Tax Services
About Wolfbridge Wealth
How do I contact Wolfbridge Wealth?
Call the main office at (919) 267-6740. The main office is at 4819 Emperor Boulevard Suite 400, Durham, NC 27703.
How is Wolfbridge Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wolfbridge Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops, Other services.
How many advisors work at Wolfbridge Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.