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WOLF FINANCIAL ADVISORS LLC
CRD 146080 · SEC 801-132494
2930 COURT STREET, PEKIN, IL, 61554, United States
Phone
309-346-1106
Fax
309-265-0239
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $41.3M |
| High net worth individuals | 24 | $83.6M |
States served
IL, TX
Official SEC filing: View on IAPD