Wulff, Hansen & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 24, 2026, reports $145M in regulatory assets under management, 9 employees, 1 office, and 143 accounts.
Assets Under Management
$145M
Employees
9
Offices
1 office
Total Clients
141
Primary office
SAN RAFAEL, CA
100 SMITH RANCH ROAD, SUITE 320, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
71
2
HNWI
46.1%
65
3
Charitable
3.5%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 24, 2026
Discretionary100.0%
$145M
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.
Latest AUM$145M
Total Accounts143
10Y AUM Change+$19M (+15.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee16:1
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.