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JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799 · SEC 801-36076
440 WEST CENTRE AVENUE, SUITE 4, PORTAGE, MI, 49024-5357, United States
Phone
269-324-1988
Fax
269-324-1970
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$560.7M
Discretionary AUM
$560.7M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 271 | $116.3M |
| High net worth individuals | 175 | $437.6M |
| Pension/profit sharing plans | 4 | $6.7M |
States served
CA, IN, MI, MN, NC, OH, WA, TX, NH, FL
Official SEC filing: View on IAPD