Wolff Financial Management LLC
Wolff Financial Management LLC is an SEC-registered wealth manager in Kalamazoo, MI with $612.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Wolff Financial Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283239, SEC 801-107444, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $612.7M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Kalamazoo, MI
- Employees
- 6
- Clients
- 360
- CRD
- 283239
- Ownership
- WOLFF, MATTHEW, ROLLAND; ARNSMAN, LAURIE, MARIE; ISDANER, CODY, CHARLES; LaFond, Lisa, Marie; PEREIRO, RENE, DORIS
How much AUM does Wolff Financial Management LLC have?
Wolff Financial Management LLC reported $612.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Wolff Financial Management LLC?
Disclosed owners and executives of Wolff Financial Management LLC include WOLFF, MATTHEW, ROLLAND, ARNSMAN, LAURIE, MARIE, ISDANER, CODY, CHARLES, LaFond, Lisa, Marie, PEREIRO, RENE, DORIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.