Wolfbridge Wealth

Wolfbridge Financial Corporation, also known as Wolfbridge Wealth, is a Registered Investment Adviser founded in November 2008. As of December 31, 2024, the firm manages $68,700,000 on a discretionary basis. Services offered include Investment Supervisory Services, Financial Planning Services, and Pension Consulting Services. The standard advisory fee is 2.0% based on the market value of assets under management, with fees charged quarterly in advance. The firm primarily uses fundamental value analysis for investment decisions and considers market, style, defensive, and other risks associated with investment strategies. Wolfbridge Wealth does not manage accounts using performance-based fees to avoid conflicts of interest. The firm serves individuals, high net worth individuals, trusts, pension and profit sharing plans, and charitable organizations, with a negotiable minimum account size of $500,000. Clients have limited power of authority over their accounts, and the firm does not vote client proxies. Dr. Michael Kothakota, the CEO and Chief Compliance Officer, has a background in business management, predictive analytics, and personal financial planning. He holds the Accredited Financial Counselor® designation and is involved in other business activities related to financial planning technology and academia. Wolfbridge Wealth does not have any disciplinary information or financial commitments that impair its ability to meet client obligations.