SourcingSourcing

WOLFSTICH CAPITAL, LLC

B58
CRD 146026·SEC 801-121875·MEDFIELD, MA
AUM
$162.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$486K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WOLFSTICH CAPITAL, LLC
CRD
146026
SEC file #
801-121875
EIN
261818272
DBA names
—

Economics

AUM
$162.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$130.7M → $162.1M▲ +24%
Client mix
Individuals High Net Worth55
Individuals Other24
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
MEDFIELD MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/27/2026
ADV-W filed at
—
Website
wolfstichcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WOLFSTICH, THEODORE, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WOLFSTICH, THEODORE, JOHN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WOLFSTICHCAPITAL.COM
Rdap Domain Creation Date
2007-12-05T20:55:57Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002047009
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2025-02-06
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002047009-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
445 MAIN STREETSUITE 303MEDFIELD, MA 02052
Business
445 MAIN STREETSUITE 303MEDFIELD, MA 02052
Edgar EIN
261818272
Edgar Recent Filings
13F-HR2026-04-21 · 0002047009-26-000002
13F-HR2026-01-14 · 0002047009-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-05T20:55:57Z
Rdap Domain Last Changed
2024-12-06T14:55:16Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2739474
Trust Company Affiliate
No

People (1)

1
WOLFSTICH, THEODORE, JOHN
IAR · Direct Owner · 87.5%
2739474