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Jeremy Scott Wolf

Gfm Asset Management LLC

Weinfelden

CRD 4658961

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Employer firm

Gfm Asset Management LLC CRD 283810

$27.5M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Gfm Asset Management Llc

Thomas-Bornhauserstrasse 17, Weinfelden 8570 • Switzerland

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2024-04-15
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2024-04-15

Branch Locations

Thomas-Bornhauserstrasse 17, Weinfelden 8570 • Switzerland

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schultz Collins Lawson Chambers, Inc. San Francisco CA 07/2001 02/2020
Hightower Advisors Llc San Francisco CA 02/2020 04/2023
Gfm Asset Management Llc Weinfelden 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-28
  • S65 Uniform Investment Adviser Law Examination
    2001-11-28

View on SEC IAPD

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