Juan Puig is a registered investment advisor at Direwolf Wealth Management, LLC, based in Woodlands, TX, with 15 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 33 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The exact percentage may be negotiated individually with each client. For sophisticated, qualified clients, Governing Dynamics may also agree to a performance-based fee (typically up to 20%).
Fee Estimator
Location
1095 Evergreen Circle, Suite 200, Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Juan is a managing member of Bridgeway Overseas Holding LLC and a manager of TCT Securities & Derivatives LLC, both holding companies. He spends no time on these activities, and they are not investment-related.
Employment History
Current Registrations
Direwolf Wealth Management, LLC
Previous Registrations
Tct Securities & Derivatives, LLCBroker
State Registrations1 state
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