# Wolfbridge Wealth

Wolfbridge Wealth is a RIA based in RTP.

## Overview

- **Organization type:** RIA
- **Headquarters:** RTP
- **Assets under management:** Undisclosed
- **Website:** https://wolfbridgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/wolfbridge-financial

## Regulatory record

- **CRD number:** 148317
- **SEC file number:** 801-69667
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148317

## About

WolfBridge Wealth is a research-based financial planning firm serving the Research Triangle Park and beyond. It provides personalized, client-centered solutions using evidence-based strategies backed by empirical research. Services include comprehensive financial planning for individuals and families and specialized divorce financial planning.

## Sectors

- Individuals and families; divorce financial planning

## People

- Michael Kothakota — Ph.D., Financial Planner

## Questions

### Who runs investment decisions at Wolfbridge Wealth?

No named principals or investment committee members are publicly associated with Wolfbridge Wealth. The entity has not disclosed a CEO, CIO, or managing partner. This absence of named leadership is a significant barrier for institutional due diligence.

### How does Wolfbridge Wealth source proprietary deal flow?

Wolfbridge Wealth has not publicly described any deal-sourcing mechanism. No proprietary sourcing model, network affiliations, or co-investment club memberships (such as Tiger 21 or YPO) have been identified. The firm's investment process is opaque.

### Which sectors does Wolfbridge Wealth target?

Wolfbridge Wealth has not publicized any sector focus, investment stage, or asset class preference. No confirmed sector tags — such as private equity, venture capital, real estate, or hedge funds — are attributable to the firm from any primary source.

### How is Wolfbridge Wealth related to other entities?

No parent, subsidiary, or affiliated entities have been publicly identified. There is no known connection to any operating company, spinout, or related investment firm. The relationship between Wolfbridge Wealth and any underlying family or group is undisclosed.

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- [Simple Portfolio Management, Inc.](https://altss.com/profile/simple-portfolio-management-inc)
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Last updated: 2026-08-11T15:08:32.892Z

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