WOLFF FINANCIAL ADVISORS, LLC

RIASEC Registered

Total AUM

$12.8M

Discretionary

$12.8M

100% of AUM

Avg account

$224K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BROOMFIELD, Colorado
CRD number: 135756
Website: www.wolff-financial.com
Custodians: THE VANGUARD GROUP, INC., E*TRADE SECURITIES LLC, ONEAMERICA SECURITIES, INC., NEWPORT GROUP SECURITIES, INC.
Fee structure: Fixed Fees
Client types: HNWI81.23%
Individuals18.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wolff Financial Advisors, LLC 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 through a fixed-fee advisory model. Core activities listed in regulatory filings include comprehensive financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.