WOLVERINE TRADING, LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
75
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
36848
Registered since
August 11, 1994

Firm profile

FINTRX

Overview

Wolverine Trading, LLC is organized as a limited liability company and has been SEC-registered since 1994. The firm is listed as a domestic entity/individual ownership and is not classified as a capital allocator or a multi-state adviser. It is marked as not being an active ESG investor, not a pension consultant, and not a newly formed adviser. The available data and its public holdings profile align more with a trading or market-facing operation than a traditional client-facing wealth manager.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DAVID CAVICKE

    Chief Legal OfficerCRD 6027073

  • JUDITH KULA

    Chief Financial OfficerCRD 1255502

Contacts

3 of 73
  • Jason Mather

    TraderCRD 5639178

  • RICHARD LUONGO

    Senior TraderCRD 4213385

  • JAMES KAIN

    TraderCRD 5962937

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 212

Active vs passive

$2.4B in ETFs

Passive

98%

$2.4B

Active

1%

$43.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$608M915,71025.34%

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
175 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth