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WOLFGANG CAPITAL

Legal name: WOLFGANG CAPITAL LLC

CRD 283525File 801-134184
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$128.9M
Bottom 25% of cohort (national)
Discretionary AUM
$128.9M
Clients
430
729 accounts
Employees
5
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Aug 18, 2025
Principal office
28751 RANCHO CALIFORNIA RD, SUITE 100, TEMECULA, CA, 92590
Phone
951-200-5084

Assets & accounts

ADV Item 5F
Total regulatory AUM
$128.9M
Discretionary AUM
$128.9M
Non-discretionary AUM
$0
Discretionary accounts
729
Non-discretionary accounts
0
Total accounts
729
AUM per client
$300K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals55$79.8M
Individuals (other than high net worth individuals)375$49.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.