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Wolff Financial Management LLC

● SEC registered since 2016CRD 283239SEC# 801-107444Kalamazoo, MI
Export (members)
Reg. AUM
$531.7M
Employees
6
Accounts
1,131
Location
Kalamazoo, MI

Wolff Financial Management LLC assets under management

Wolff Financial Management LLC is a registered investment adviser overseen by the SEC based in Kalamazoo, MI. The firm has been registered since 2016. It reports $531.7 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/wolff-financial-management-llcView on SEC.gov ↗

Wolff Financial Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Lisa Marie LafondCcoUnder 5%2023
Matthew Rolland Wolff ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Wolff Financial Management LLC manage?

Wolff Financial Management LLC reports $531.7 million in regulatory assets under management on its Form ADV.

How many employees does Wolff Financial Management LLC have?

Wolff Financial Management LLC reports 6 employees.

Where is Wolff Financial Management LLC located?

Wolff Financial Management LLC is based in Kalamazoo, MI and has been SEC-registered since 2016.

Does Wolff Financial Management LLC disclose fund performance?

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

Contact & registration

Address5938 Venture Park Drive, Kalamazoo, MI 49009
Phone269-372-3100
Fax269-372-3190
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$522.2M
Non-discretionary$9.4M
Total (RAUM)$531.7M