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WOLFF FINANCIAL MANAGEMENT LLC
CRD 283239 · SEC 801-107444
5938 VENTURE PARK DRIVE, KALAMAZOO, MI, 49009, United States
Phone
269-372-3100
Fax
269-372-3190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$612.7M
Discretionary AUM
$603.8M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $61.2M |
| High net worth individuals | 155 | $550.4M |
States served
CA, CO, IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD