# Woolstone Wealth Management

Woolstone Wealth Management is a Multi Family Office based in Malvern.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Malvern
- **Founded:** 2026
- **Assets under management:** Undisclosed
- **Website:** woolstonewealth.com

## Regulatory record

- **CRD number:** 340694
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340694

## About

Woolstone Wealth Management is a fee-only fiduciary practice focused on high-touch, tax-aware planning for people in the retirement red zone—the five years before and after retirement. Founder Jake Landau built the firm to serve a small client base with evidence-based, low-cost diversified investing and integrated tax and investment planning. Clients are served nationwide via video conference from a base in Malvern, Pennsylvania.

## People

- Jake Landau — CFP®, Founder
- Jake Landau — CFP®

## Questions

### Who runs investment decisions at Woolstone Wealth Management?

Woolstone Wealth Management does not publicly identify its investment committee, CIO, or any key decision-makers. No named principals appear in media, regulatory filings, or the firm's own communications (public record).

### What investment stages and asset classes does Woolstone target?

Woolstone Wealth Management does not publish a target investment strategy, asset-class mix, or stage preference. No direct investments or fund commitments are traceable via public filings or media reports.

### Does Woolstone participate in direct deals or fund commitments?

Woolstone's investment modality is not publicly documented. It is unclear whether the firm makes direct co-investments, commits to external funds, or uses a blend of both (public record).

### Where is Woolstone Wealth Management based?

Woolstone Wealth Management's headquarters city, country, and any additional offices are not disclosed in any accessible public source.

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Last updated: 2026-08-11T15:08:32.892Z

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