Alexander
Wolfe
Fourthought Financial Partners, LLC
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About this Advisor
Alexander Wolfe is a certified financial planner working out of Venice, Florida with a total of 1 year of industry experience. Wolfe works at Fourthought Financial Partners, LLC. Their career trajectory has included roles at Full Time Edu, Academy Sports, Fidelity Brokerage Services, LLC, Fourthought Financial LLC and Fourthought Financial Partners, LLC. Wolfe has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Florida and Texas. Fourthought Financial Partners, LLC is a firm that has its headquarters in Venice, FL. It administers $1 billion in total assets among its 3,097 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 3,097 customer accounts, 43% belong to high-net-worth investors who have more than $1 million in assets available to invest. Fourthought Financial Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the type of financial services provided. Fees charged by Fourthought Financial Partners, LLC can be comprised of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fourthought Financial Partners, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,071,312,815
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
17
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3,097
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$345,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alexander Wolfe Work History
Alexander has been registered as a financial advisor for 1 years.*
Fourthought Financial Partners, LLC
Fourthought Financial LLC
Fidelity Brokerage Services, LLC
Academy Sports
Full Time Edu
Full Time Edu
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fourthought Financial Partners, LLC
Venice, FL
Venice, FL
Venice, FL
Venice, FL
Venice, FL
Venice, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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