← Tributary

WOLFF FINANCIAL MANAGEMENT LLC

KALAMAZOO, MI · CRD 283239 · IAPD ↗ · 269-372-3100

$612.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — WOLFF FINANCIAL MANAGEMENT LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — WOLFF FINANCIAL MANAGEMENT LLC crossed $500M in regulatory AUM ($465.5M -> $531.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — WOLFF FINANCIAL MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — WOLFF FINANCIAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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