← Back to searchVisit website
WOLAKOTA FINANCIAL ADVISORS
WOLAKOTA, LLC
CRD 143218
878 S GROVE ST., YPSILANTI, MI, 48198-6345, United States
Phone
734-480-2611
Fax
734-448 0204
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Hourly charges; FORMULA BASED ON INCOME AND NETWORTH
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD