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WOLF FINANCIAL ADVISORS LLC

PEKIN, IL · CRD 146080 · IAPD ↗ · 309-346-1106

$124.9MRegulatory AUM
1Advisory reps
1Employees
9Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2025 — WOLF FINANCIAL ADVISORS LLC (PEKIN, IL) is newly SEC-registered with $111.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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