Ofer Wolfson
Investment adviser representative at Ai Funds
10 yearsExperience
1 stateRegistered in
$2.1MFirm assets
Under 1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ai FundsJul 2024 to now
- SealightsJan 2024 to Jul 2024
- T3 Trading GroupNov 2022 to Jan 2024
- UnemployedAug 2021 to Nov 2022
- Consulate General of Israel To the Pacific NorthwestAug 2016 to Jul 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ai Funds
Legal name: Ai Funds, Inc.
$2.1MAssets managed
4Clients
3Advisers
Under 1 yearIn 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
- 7956622
- Firm CRD
- 328886