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Wolf Thomas John (Mission Viejo)


Wolf Thomas John is a large advisory firm based in Mission Viejo. It manages $47.77 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Wolf Thomas John provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wolf Thomas John: assets under management

The assets under management (AUM) of Wolf Thomas John is $47.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $47.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wolf Thomas John for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mission Viejo

The principal office where Wolf Thomas John performs its advisory services is located at 26691 Plaza, Mission Viejo, CA 92691, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-367-9653 or by fax 949-367-9250. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at tomw@iplan4u.com.


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