Secretary · Boltwood Capital Management
Zachary R Wolf
CRD 6584058 · Named on Form ADV at one SEC-registered adviser
At a glance
Boltwood Capital Management, an SEC-registered wealth manager based in Walnut Creek, CA with $503 million in regulatory assets, lists Zachary R Wolf on its Form ADV as Secretary, a control person.
Firms and roles
- Boltwood Capital ManagementSecretaryWealth manager · Walnut Creek, CA · $503M in regulatory assets
AtlasMembers
Zachary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas L. AbbottChairman, Boltwood Capital Management
- Michael J. StockPresident, Treasurer & CCO, Boltwood Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.