Wolfstone Wealth
25yrs
Top 19% by experience in Wheaton
Wolfstone Wealth
Location not listed. Legal name: Wolfstone Wealth, LLC
About the firm
A registered investment advisory firm. It manages about $110 million for roughly 153 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; Flat or fixed fees
Typical client size ?$721,111
Assets under management ?$110 million
Individual clients153
Median years of experience25
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Wolfstone Wealth
1Advisors
25Median years of experience
1States with offices
–Offices
Also known as
Wolfstone · Wolfstone Wealth, LLC
About Wolfstone Wealth
How do I contact Wolfstone Wealth?
Call the main office at (630) 640-3582. The main office is at , .
How is Wolfstone Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wolfstone Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Wolfstone 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.