⚲
|
Wolff Financial Management LLC
✚
|
|
---|---|
CRD # | 283239 |
SEC # | 801-107444 |
CIK # | 0001767940 |
AUM | $409.8 MM (2023-03-22) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 269-372-3100 |
Address | 5938 Venture Park Drive Kalamazoo, MI 49009 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LLY | 301,789.7 | 0.0 | |
LANC | 3,593.5 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
SYK | 74,798.9 | 0.0 | |
PFE | 284,248.0 | 0.0 | |
K | 23,945.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 220 | 72.0 |
(b) Individuals (high net worth individuals) | 111 | 336.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 1,064 | 409.8 |
By Discretionary | ||
Discretionary | 1,003 | 404.3 |
Non-Discretionary | 61 | 5.5 |
Total | 1,064 | 409.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 409.8 | |
Total | 1,064 | 409.8 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001767940] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Northwest Financial Services Inc
✚
|
IN | 0.4 |
Quantum Financial Planning Services Inc
✚
|
WA | 0.4 |
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.4 |
Inlet Private Wealth LLC
✚
|
FL | 0.4 |
Melia Wealth LLC
✚
|
OK | 0.4 |
McLaughlin Ryder Investments Inc
✚
|
VA | 0.4 |
Kandor Global Advisors LLC
✚
|
FL | 0.4 |
AIMZ Investment Advisors LLC
✚
|
CA | 0.4 |
Actium LLC
✚
|
MI | 0.4 |
Old Peak Finance LLC
✚
|
NC | 0.4 |