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Wolf Financial Advisors LLC

● SEC registered since 2025CRD 146080SEC# 801-132494Pekin, IL
Export (members)
Reg. AUM
$111.5M
Employees
1
Accounts
330
Location
Pekin, IL

Wolf Financial Advisors LLC assets under management

Wolf Financial Advisors LLC is an SEC-registered investment adviser based in Pekin, IL. The firm has been registered since 2025. It reports $111.5 million in regulatory assets under management and employs 1 people.

Wolf Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
James S. Wolf ControlManaging Member And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Wolf Financial Advisors LLC manage?

Wolf Financial Advisors LLC reports $111.5 million in regulatory assets under management on its Form ADV.

How many employees does Wolf Financial Advisors LLC have?

Wolf Financial Advisors LLC reports 1 employees.

Where is Wolf Financial Advisors LLC located?

Wolf Financial Advisors LLC is based in Pekin, IL and has been SEC-registered since 2025.

Does Wolf Financial Advisors LLC disclose fund performance?

Wolf Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2930 Court Street, Pekin, IL 61554
Phone309-346-1106
Fax309-265-0239
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$111.5M
Total (RAUM)$111.5M