Natalie Grace Wolfsen
Net Worth
Last updated:
What is Natalie Grace Wolfsen net worth?
The estimated net worth of Ms. Natalie Grace Wolfsen is at least $8,963,581 as of 9 Jun 2023. She has earned $3,863,581 from insider trading and has received compensation worth at least $5,100,000 in AssetMark Financial Holdings, Inc..
What is the salary of Natalie Grace Wolfsen?
Ms. Natalie Grace Wolfsen salary is $1,020,000 per year as Chief Executive Officer & Director in AssetMark Financial Holdings, Inc..
How old is Natalie Grace Wolfsen?
Ms. Natalie Grace Wolfsen is 55 years old, born in 1970.
What stocks does Natalie Grace Wolfsen currently own?
As insider, Ms. Natalie Grace Wolfsen owns shares in one company:
| Company | Title | Shares | Price per share | Total value |
|---|---|---|---|---|
| AssetMark Financial Holdings, Inc. (AMK) | Chief Executive Officer & Director | 430,734 | $0 | $0 |
What does AssetMark Financial Holdings, Inc. do?
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Natalie Grace Wolfsen insider trading
AssetMark Financial Holdings, Inc.
Ms. Natalie Grace Wolfsen has made 26 insider trades between 2020-2023, according to the Form 4 filled with the SEC. Most recently she sold 1,348 units of AMK stock worth $39,914 on 9 Jun 2023.
The largest trade she's ever made was exercising 22,846 units of AMK stock on 3 Feb 2021. As of 9 Jun 2023 she still owns at least 430,734 units of AMK stock.
AssetMark Financial Holdings key executives
AssetMark Financial Holdings, Inc. executives and other stock owners filed with the SEC:
- Mr. Charles George Goldman (63) Consultant
- Mr. H. Michael Kim (55) Pres & Chief Client Officer
- Ms. Natalie Grace Wolfsen (55) Chief Executive Officer & Director