|
⚲
|
| 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] |
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|---|---|---|
|
Northwest Financial Services Inc
✚
|
IN | 0.4 |
|
Quantum Financial Planning Services Inc
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|
WA | 0.4 |
|
Raab & Moskowitz Asset Management LLC
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|
NJ | 0.4 |
|
Inlet Private Wealth LLC
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FL | 0.4 |
|
Melia Wealth LLC
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OK | 0.4 |
|
McLaughlin Ryder Investments Inc
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|
VA | 0.4 |
|
Kandor Global Advisors LLC
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|
FL | 0.4 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.4 |
|
Actium LLC
✚
|
MI | 0.4 |
|
Old Peak Finance LLC
✚
|
NC | 0.4 |