Wolf Financial Advisors LLC
● SEC registered since 2025CRD 146080SEC# 801-132494Pekin, IL
Reg. AUM
$124.9M
Employees
1
Accounts
314
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 $124.9 million in regulatory assets under management and employs 1 people.
Wolf Financial Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James S. Wolf Control | Managing Member And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Wolf Financial Advisors LLC manage?
Wolf Financial Advisors LLC reports $124.9 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
| Address | 2930 Court Street, Pekin, IL 61554 |
| Phone | 309-346-1106 |
| Fax | 309-265-0239 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$124.9Mregulatory AUM
Discretionary $0Non-discretionary $124.9M