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Juan C. Puig

Direwolf Wealth Management, LLC

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About Juan C. Puig

Juan Puig is a registered investment advisor representative with Direwolf Wealth Management, LLC, located in The Woodlands, TX. Juan has been in the industry since 2008, and has a Series 4, 7, 24, and 65. Juan's past experience includes working with TCT Securities & Derivatives, LLC in Miami, FL. Direwolf Wealth Management, LLC provides investment advisory services to high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. They manage assets of over 12 million dollars and have 34 client accounts. Their compensation arrangements include fixed fees, hourly charges, percentage of assets, and performance-based fees.

Firm Information

Juan Puig is currently registered with Direwolf Wealth Management, LLC. 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.

$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.

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Juan Puig’s Registration & Firm History

TX

04/10/2018 - Present

Direwolf Wealth Management, LLC (WOODLANDS TX)

FL

05/27/2010 - 05/20/2016

TCT SECURITIES & DERIVATIVES, LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 10/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2010

Series 4 - Registered Options Principal Examination

BC

Issued 09/11/2009

Series 24 - General Securities Principal Examination

BC

Issued 05/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Juan C. Puig.
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