KALAMAZOO, MICRD 283239Latest ADV February 27, 2026
Wolff Financial Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kalamazoo, MI. Its latest Form ADV filing, dated February 27, 2026, reports $613M in regulatory assets under management, 6 employees, 1 office, and 1,133 accounts.
Assets Under Management
$613M
Employees
6
Offices
1 office
Total Clients
360
Primary office
KALAMAZOO, MI
5938 VENTURE PARK DRIVE, KALAMAZOO, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
205
2
HNWI
43.1%
155
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$613Mas of February 27, 2026
Discretionary98.6%
$604M
99% of total RAUM98.6%
Non-discretionary1.4%
$9M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$613M
Total Accounts1,133
10Y AUM Change+$420M (+217.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee60:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.