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WOLFE RESEARCH ADVISORS, LLC
CRD 326717File 801-128154
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
8
Not reported accounts
Employees
209
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 27, 2023
- Principal office
- 757 3RD AVENUE, 6TH FLOOR, NEW YORK, NY, 10017
- Phone
- 646-845-0700
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | 6 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — COMMISSIONS TO AFFILIATED BROKER
- Subscription fees
Advisory activities
- Publications
- Other advisory activities
- Portfolio management for other
- Portfolio management for investment companies
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- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.