Investment adviser · CRD 283525
WOLFGANG CAPITAL
Investment adviser filing (IA)
WOLFGANG CAPITAL LLC
TEMECULA, CA, United States · Form ADV filed Feb 17, 2026
- Regulatory AUM
- $129M Form ADV · Item 5.F
- Client accounts
- 729 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 55 | $79,848,000 | 62.0% |
| Individuals | 375 | $49,036,000 | 38.0% |
Filing source
Form ADV 2054046 · Feb 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
28751 RANCHO CALIFORNIA RD, SUITE 100TEMECULA, CA, 92590, United States
CRD 283525
Filing source
Form ADV 2054046 · Feb 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.