Wolff Financial Management LLC
● SEC registered since 2016CRD 283239SEC# 801-107444Kalamazoo, MI
Reg. AUM
$612.7M
Employees
6
Accounts
1,133
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 $612.7 million in regulatory assets under management and employs 6 people.
Wolff Financial Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Marie Lafond | Cco | Under 5% | 2023 |
| Matthew Rolland Wolff Control | Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Wolff Financial Management LLC manage?
Wolff Financial Management LLC reports $612.7 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
| Address | 5938 Venture Park Drive, Kalamazoo, MI 49009 |
| Phone | 269-372-3100 |
| Fax | 269-372-3190 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$612.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$612.7Mregulatory AUM
Discretionary $603.8MNon-discretionary $8.9M