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WULFF, HANSEN & CO.
CRD 908File 801-126111
APPROVED
Retail clients
Disclosure events
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.8M
Bottom 25% of cohort (national)
Discretionary AUM
$144.8M
Clients
141
143 accounts
Employees
9
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 15, 2022
- Principal office
- 100 SMITH RANCH ROAD, SUITE 320, SAN RAFAEL, CA, 94903
- Phone
- 415-421-8900
- Website
- HTTP://WWW.WULFFHANSEN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.8M
- Discretionary AUM
- $144.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 143
- Non-discretionary accounts
- 0
- Total accounts
- 143
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $12.1M |
| High net worth individuals | 65 | $105.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 71 | $25.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- 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- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11E2
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.