Wolff Financial Management LLC
Firm details
- Headquarters
- Kalamazoo, Michigan
- CRD number
- 283239
- Registered since
- March 17, 2016
- Website
- www.wfminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.84%
- Individuals9.99%
- Corporations / Businesses0.11%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wolff Financial Management LLC is an independent, single‑owner registered investment adviser organized as an LLC. The firm is SEC‑registered (registered in 2016) and focuses on wealth management for individual and family clients, offering financial planning and portfolio management services (including for small businesses). Its advisory compensation is charged as a percentage of assets under management. The firm reports no emphasis on ESG investing, does not act as a capital allocator, and is not described as a multi‑state adviser. An industry affiliation with accounting professionals is noted.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities12%
- Cash & Cash Equivalents9%
- US Government Bonds1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$482M in ETFs
86%
$416M
4%
$65.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $50.8M | 563,563 | 10.54% |
Location
Kalamazoo, MI
Kalamazoo
Location
Kalamazoo, MI
Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 5938 Venture Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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