Zachary Wolfson
Wolfson Private Wealth · Ft. Lauderdale, Florida
Zachary Wolfson is a fee-only financial advisor at Wolfson Private Wealth in Ft. Lauderdale, Florida. Wolfson Private Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Wolfson Private Wealth |
|---|---|
| Based in | Ft. Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $2.7M across 16 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6584857 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Zachary's firm compares
- Wolfson Private Wealth's average account is about $168,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Zachary
Is Zachary Wolfson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Wolfson Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Wolfson Private Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Zachary Wolfson based?
Zachary Wolfson is based in Ft. Lauderdale, Florida.
Is Zachary Wolfson registered with the SEC?
Yes. Zachary Wolfson is registered as an investment adviser representative in FL (CRD 6584857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wolfson Private Wealth manage?
Wolfson Private Wealth reports $2.7M across 16 accounts in assets under management.
How do I contact Zachary Wolfson?
Contact details aren't on file yet. Search for Wolfson Private Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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