TEMECULA, CACRD 283525Latest ADV February 17, 2026
Wolfgang Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Temecula, CA. Its latest Form ADV filing, dated February 17, 2026, reports $129M in regulatory assets under management, 5 employees, 2 offices, and 729 accounts.
Assets Under Management
$129M
Employees
5
Offices
2 offices
Total Clients
430
Primary office
TEMECULA, CA
28751 RANCHO CALIFORNIA RD, SUITE 100, TEMECULA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.2% of total clients.
Top client categories% of clientsClients
1
Individuals
87.2%
375
2
HNWI
12.8%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of February 17, 2026
Discretionary100.0%
$129M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$129M
Total Accounts729
10Y AUM Change+$20M (+18.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee86:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.