WULFF, HANSEN & CO.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $144.8M |
| Discretionary | $144.8M100% of AUM |
| Client Accounts | 143 |
| Avg Account Size | $1.0M |
| Employees | 9 |
| Peak AUM | $144.8MMar 2026 |
| AUM CAGR | +1.1% /yrover 25 yrs · 31 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $145M | +9.3% | +10.0% | +3.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $144.8M |
| Discretionary | $144.8M |
| Employees | 9 |
| Client Accounts | 143 |
| Client Range | 0 |
Contact & Location
Address
100 SMITH RANCH ROAD
SAN RAFAEL CA 94903
Phone
415-421-8900
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$145M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Nov 2000
•SRO proceeding/bar
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerRegistered Rep