JW
JW

Josef-Stefan Wenzler

14 Years of Experience
Hartford, CT

Josef-Stefan Wenzler is a registered investment advisor at Qube Capital Solutions, LLC, based in Hartford, CT, with 14 years of industry experience. Josef-Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $61M in assets under management.

Compensation
Fixed/Hourly
Firm Size
Not specified
Number of Clients
1 client
Average Client Portfolio
$61.0M average
Assets Under Management
$61.0M

Fee Structure

Investment management only (planning not offered)

Qube Capital Solutions charges a fixed annual fee for managing your investment portfolio. This fee is negotiated and agreed upon between you and Qube Capital Solutions. The fee is calculated and billed quarterly, either in advance or in arrears, as detailed in your investment advisory agreement.

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Location

Hartford, CT

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Previous Registrations
Qube Capital Solutions, LLC
September 2024 - March 2026 · 1 yr 6 mos
Exams
No exam information available for this advisor.