Wolff Financial
Firm details
- Headquarters
- ,
- CRD number
- 314116
- Website
- www.wfminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.08%
- Individuals41.92%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wolff Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Its fee model combines percentage‑of‑AUM billing with fixed fees. The firm identifies itself as a capital allocator but does not report active ESG investing, and it is not registered as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Brittany Wolff
Founder and CEOCRD 6447773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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