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Direwolf Wealth Management, LLC

Headquartered in WOODLANDS, TX

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Firm Information

Direwolf Wealth Management, LLC is an investment advisor with 3 investment adviser representatives and 3 employees total. The firm manages $12,390,279 in regulatory assets under management for 34 clients. They provide portfolio management services for businesses and individuals. The firm's client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth.

Direwolf Wealth Management, LLC

$12.39M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

DIREWOLF WEALTH MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

WOODLANDS, TX

location

Miami, FL

location

Huixquilucan

Advisors at Direwolf Wealth Management, LLC

View All 3 Advisors
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Nathalie Fernandez

RA

WOODLANDS, TX

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Juan C. Puig

RA

WOODLANDS, TX

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Eduardo Giralt

RA

WOODLANDS, TX

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Disclosures

There are no public disclosures for Direwolf Wealth Management, LLC.

Frequently Asked Questions (6)

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