Robert Richard Wolf
Investment adviser representative at Advisor Share Wealth Management, LLC
18 yearsExperience
5 statesRegistered in
$376.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Advisor Share Wealth Management, LLCJun 2025 to now
- Tf Wealth Management, LLCMay 2018 to now
- Terra Firma Business & Financial Consultants, LLCDec 2013 to now
- Mpwm, Inc dba Tf Insurance and Financial SolutionsSep 2008 to now
- Sagepoint FinancialMay 2017 to Feb 2018
- Woodbury Financial Services IncDec 2016 to Apr 2017
- Horter Investment ManagementJan 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 5 states (MA, MO, NY, TX, UT).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4456453
- Firm CRD
- 307997