John a. Wolfe & Associates, Inc.
● SEC registered since 1990CRD 110799SEC# 801-36076Portage, MI
Reg. AUM
$560.7M
Employees
3
Accounts
1,171
Location
Portage, MI
John a. Wolfe & Associates, Inc. assets under management
John a. Wolfe & Associates, Inc. is a registered investment adviser overseen by the SEC based in Portage, MI. The firm has been registered since 1990. It reports $560.7 million in regulatory assets under management and employs 3 people.
John a. Wolfe & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth Elaine Dickinson | Chief Compliance Officer | Under 5% | 2025 |
| John Anthony Wolfe Control | President | Over 75% | 2007 |
Frequently asked questions
How much does John a. Wolfe & Associates, Inc. manage?
John a. Wolfe & Associates, Inc. reports $560.7 million in regulatory assets under management on its Form ADV.
How many employees does John a. Wolfe & Associates, Inc. have?
John a. Wolfe & Associates, Inc. reports 3 employees.
Where is John a. Wolfe & Associates, Inc. located?
John a. Wolfe & Associates, Inc. is based in Portage, MI and has been SEC-registered since 1990.
Does John a. Wolfe & Associates, Inc. disclose fund performance?
John a. Wolfe & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 440 West Centre Avenue, Suite 4, Portage, MI 49024-5357 |
| Phone | 269-324-1988 |
| Fax | 269-324-1970 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$560.7M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$560.7Mregulatory AUM
Discretionary $560.7M