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| Wolff Financial Management LLC
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|
|---|---|
| CRD # | 283239 |
| SEC # | 801-107444 |
| CIK # | 0001767940 |
| AUM | $612.7 M (2026-02-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 269-372-3100 |
| Address | 5938 Venture Park Drive Kalamazoo, MI 49009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767940 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 9.3 | ||
| Global MOFY Metaverse Ltd | 6.7 | ||
| Apple Inc | 5.0 | ||
| Caterpillar Inc | 4.7 | ||
| Stryker Corp | 3.1 | ||
| Microsoft Corp | 2.9 | ||
| Lancaster Colony Corp | 2.8 | ||
| Western Digital Corp | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 61.2 |
| (b) Individuals (high net worth individuals) | 155 | 550.4 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,133 | 612.7 |
| By Discretionary | ||
| Discretionary | 1,106 | 603.8 |
| Non-Discretionary | 27 | 8.9 |
| Total | 1,133 | 612.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 610.9 | |
| Total | 1,133 | 612.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767940] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alpha Financial Advisors LLC
✚
|
NC | 0.6 |
|
Tactive Advisors LLC
✚
|
FL | 0.6 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.6 |
|
FMB Wealth Management
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|
CA | 0.6 |
|
Red Lighthouse Investment Management LLC
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|
0.6 | |
|
Mulholland Wealth Advisors LLC
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|
AZ | 0.6 |
|
Financial Security Management Inc
✚
|
CO | 0.6 |
|
Financial Plans & Strategies Inc
✚
|
IN | 0.6 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.6 |
|
Drexel Morgan & Co
✚
|
PA | 0.6 |