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Kurtis James Wolf

HESTIA CAPITAL MANAGEMENT, LLC·MARS, Pennsylvania
Clean record4 years registeredHESTIA CAPITAL MANAGEMENT, LLC
175 BRICKYARD ROAD, MARS, PA 16046CRD# 7178160Firm CRD# 314650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurtis James Wolf · MARS, PA
Registration
CRD #7178160 · HESTIA CAPITAL MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: HESTIA CAPITAL MANAGEMENT, LLC
HESTIA CAPITAL MANAGEMENT, LLC
Oct 2021 – Apr 2022
Mars, PA
02

Registrations & Exams

Registration record
First registered · October 29, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HESTIA CAPITAL MANAGEMENT, LLC
CRD 314650 · SEC 801-127997
AUM
$97M
Regulatory assets under management
Employees
3
3 client accounts
Services offered by HESTIA CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at HESTIA CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Kurtis James Wolf offer?
Kurtis James Wolf specializes in Retirement Planning.
What are Kurtis James Wolf's credentials?
Kurtis James Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurtis James Wolf located?
Kurtis James Wolf is based in MARS, Pennsylvania, last registered with HESTIA CAPITAL MANAGEMENT, LLC.
How does Kurtis James Wolf charge for services?
Kurtis James Wolf's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HESTIA CAPITAL MANAGEMENT, LLC?
HESTIA CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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