Zachary Wolfgang Herzog
Investment Adviser Representative at Wolfgang Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Wolfgang Herzog is an investment adviser representative with Wolfgang Capital in Temecula, CA, where they have been registered since 2016. They have worked in the securities industry since 2013 and have been registered with 3 firms, including T&t Capital Management and Diverse Financial Investment Advisory Group. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wolfgang Financial and Insurance AgencyOct 2014 – no end date reportedTemecula, CA
- Wolfgang Capital LLCMay 2016 – no end date reportedTemecula, CA
- Wolfgang Investments LLCOct 2012 – no end date reportedTemecula, CA
- Wolfgang Tax & Accounting LLPMar 2025 – no end date reportedTemecula, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wolfgang Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Temecula, CA
- SEC file number:
- 801-134184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at Wolfgang Capital
3 other advisors in the directory
Similar advisors in Temecula, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Wolfgang Herzog has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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