Wolf Financial Advisors LLC
Wolf Financial Advisors LLC is an SEC-registered ria in Pekin, IL with $124.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wolf Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146080, SEC 801-132494, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $124.9M (2026-06-30)
- Firm type
- Ria
- Location
- Pekin, IL
- Employees
- 1
- Clients
- 99
- CRD
- 146080
- Ownership
- WOLF, JAMES, S.
How much AUM does Wolf Financial Advisors LLC have?
Wolf Financial Advisors LLC reported $124.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Wolf Financial Advisors LLC?
Disclosed owners and executives of Wolf Financial Advisors LLC include WOLF, JAMES, S.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.