← Tributary

JOHN A. WOLFE & ASSOCIATES, INC.

PORTAGE, MI · CRD 110799 · IAPD ↗ · 269-324-1988

$560.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — JOHN A. WOLFE & ASSOCIATES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2025 — JOHN A. WOLFE & ASSOCIATES, INC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — JOHN A. WOLFE & ASSOCIATES, INC. crossed $500M in regulatory AUM ($498.4M -> $534.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.