SourcingSourcing

WULFF, HANSEN & CO.

A72
CRD 908·SEC 801-126111·SAN RAFAEL, CA
AUM
$144.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$434K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WULFF, HANSEN & CO.
CRD
908
SEC file #
801-126111
EIN
—
DBA names
—

Economics

AUM
$144.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$125.9M → $144.8M▲ +15%
Client mix
Individuals Other71
Individuals High Net Worth65
Charitable Organizations5

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
SAN RAFAEL CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
wulffcapital.com

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHARLES, CHRISTOPHER DONALD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CHARLES, CHRISTOPHER DONALD
PANKRATZ, ROBERT JOHN
Solo Advisor Indicator
No
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
WULFFCAPITAL.COM
Rdap Domain Creation Date
2003-12-08T21:54:18Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
pair Networks, Inc. d/b/a pair Domains

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4651
Soi Zip Pct 200k Plus
0.2442
Soi Zip Returns 200k Plus
3,570
Soi Zip Total AGI
2,529,041
Fdic Zip Total Deposits
28,319,120,000
Fdic Zip Branch Count
252
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
4
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Glendale Federal Bank, Federal Savings BankSan Rafael, CA
Great Western Bank, A FSBSan Rafael, CA
Fdic Zip HHI
1185.62
Fdic Zip Top Bank Share Pct
22.64
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-08T21:54:18Z
Rdap Domain Last Changed
2025-11-08T09:51:05Z
Rdap Nameservers
Dns4.pair.comNs9.ns0.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,688
Returns2,840
Stub 2
AGI75,121
Returns2,000
Stub 3
AGI104,568
Returns1,680
Soi Zip Total Business Income
140,381
Soi Zip Total Cap Gains
305,731
Soi Zip Total Dividends
98,070
Soi Zip Total Returns
14,620
Top Owner CRD
709131
Trust Company Affiliate
No

People (10)

10
CHARLES, CHRISTOPHER DONALD
IAR · Direct Owner · 87.5%
709131
STEINKAMP, DENNIS HENRY
IAR · Direct Owner · 7.5%
1356304
PANKRATZ, ROBERT JOHN
IAR · Direct Owner · 7.5%
6911222
TU, KIM B
IAR · Executive Officer · 2.5%
2047262
ROY EMIL NELSON
IAR
1321100
SANDRA JOSEPHINE MAHURIN
IAR
4687663
Nicolas Santoyo
IAR
7513626
BENJAMIN HARVEY LEVINE
IAR
501479
MARK HUGHES PRESSMAN
IAR
367444
DANA ELIZABETH SCHMIDT
IAR
1397060