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| Happy Holidays!! thanks for using AUM13F!! |
| Wolff Financial Management LLC
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| CRD # | 283239 |
| SEC # | 801-107444 |
| CIK # | 0001767940 |
| AUM | $531.7 M (2025-03-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 269-372-3100 |
| Address | 5938 Venture Park Drive Kalamazoo, MI 49009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kellogg Co | 2.5 | ||
| Caterpillar Inc | 1.9 | ||
| Procter & Gamble Co | 1.6 | ||
| Qualcomm Inc/DE | 1.5 | ||
| McDonalds Corp | 1.5 | ||
| Verizon Communications Inc | 1.2 | ||
| Chevron Corp | 1.1 | ||
| VISA Inc | 1.1 | ||
| Pfizer Inc | 1.0 | ||
| Facebook Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 70.6 |
| (b) Individuals (high net worth individuals) | 137 | 460.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,131 | 531.7 |
| By Discretionary | ||
| Discretionary | 1,081 | 522.2 |
| Non-Discretionary | 50 | 9.4 |
| Total | 1,131 | 531.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 531.7 | |
| Total | 1,131 | 531.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767940] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Atlantic Edge Private Wealth Management LLC
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|
0.5 | |
|
John A Wolfe & Associates Inc
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|
MI | 0.5 |
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Oak Family Advisors LLC
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IL | 0.5 |
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Meritas Wealth Management LLC
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CA | 0.5 |
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Climber Capital Sa
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0.5 | |
|
Shikiar Asset Management Inc
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NY | 0.5 |
|
Red Lighthouse Investment Management LLC
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|
0.5 | |
|
GEM Asset Management LLC
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|
MI | 0.5 |
|
Lawrence W Kelly & Associates Inc
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CA | 0.5 |
|
Fortem Financial Group LLC
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|
CA | 0.5 |