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WOLFF FINANCIAL MANAGEMENT LLC
CRD 283239File 801-107444
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$612.7M
Above cohort median (national)
Discretionary AUM
$603.8M
Non-discretionary $8.9M
Clients
360
1,133 accounts
Employees
6
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 17, 2016
- Principal office
- 5938 VENTURE PARK DRIVE, KALAMAZOO, MI, 49009
- Phone
- 269-372-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $612.7M
- Discretionary AUM
- $603.8M
- Non-discretionary AUM
- $8.9M
- Discretionary accounts
- 1,106
- Non-discretionary accounts
- 27
- Total accounts
- 1,133
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $673K |
| Charitable organizations | Fewer than 5 | $394K |
| High net worth individuals | 155 | $550.4M |
| Individuals (other than high net worth individuals) | 205 | $61.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.