RIA Intel›Advisers›California›WOLFSON, LESLIE JAY

WOLFSON, LESLIE JAY

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#4,248

of 5,480 advisers by AUM

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$273K

across 77 accounts

AUM per adviser

$11M

2 advisers

Filing history

8

filings since 2010

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingMay 27, 2010

Latest FilingMar 31, 2026

Full AUM trend chart and 8 historical filings spanning 16+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

Moderate risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

54th percentile

Composite rank among CA advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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