Wolff Financial Management LLC, based out of Kalamazoo, MI, is a reputable investment advisory firm serving a diverse clientele. With over 220 individual clients and a remarkable $409,764,000 in assets under management, the firm is dedicated to delivering exceptional financial solutions. Their expertise lies in managing discretionary assets, with 99% of the assets they oversee falling under this category.
Catering primarily to high-net-worth individuals, Wolff Financial Management LLC has established itself as a trusted partner in wealth management. Their comprehensive compensation structure includes various types, such as a perc...
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Assets Under Mgmt
$409.76M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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