John A. Wolfe & Associates, Inc.
John A. Wolfe & Associates, Inc. is an SEC-registered wealth manager in Portage, MI with $560.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns John A. Wolfe & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110799, SEC 801-36076, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $560.7M (2026-01-14)
- Firm type
- Wealth Manager
- Location
- Portage, MI
- Employees
- 3
- Clients
- 450
- CRD
- 110799
- Ownership
- WOLFE, JOHN, ANTHONY; CAMPBELL, JANICE, BLACK; HAVERDINK, KEVIN, DEAN; WOLFE, JOHN ANTHONY; MILLER, GARLAND, J
How much AUM does John A. Wolfe & Associates, Inc. have?
John A. Wolfe & Associates, Inc. reported $560.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns John A. Wolfe & Associates, Inc.?
Disclosed owners and executives of John A. Wolfe & Associates, Inc. include WOLFE, JOHN, ANTHONY, CAMPBELL, JANICE, BLACK, HAVERDINK, KEVIN, DEAN, WOLFE, JOHN ANTHONY, MILLER, GARLAND, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.