JOHN A. WOLFE & ASSOCIATES, INC.
CRD #110799 SEC #801-36076 PORTAGE, MI 269-324-1988
SEC Registered
Total AUM
$534.7M
Discretionary
$534.7M
Employees
3
Clients
--
Accounts
1,238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $534.7M | $534.7M | $0 | 3 | 0 |
| Feb 2025 | $534.7M | $534.7M | $0 | 3 | 0 |
| Feb 2025 | $534.7M | $534.7M | $0 | 3 | 0 |
| Jan 2024 | $498.4M | $498.4M | $0 | 3 | 0 |
| Sep 2023 | $467.7M | $467.7M | $0 | 4 | 0 |
| Apr 2023 | $467.7M | $467.7M | $0 | 4 | 0 |
| Feb 2023 | $467.7M | $467.7M | $0 | 4 | 0 |
| Nov 2022 | $556.8M | $556.8M | $0 | 4 | 0 |
| Aug 2022 | $556.8M | $556.8M | $0 | 4 | 0 |
| Feb 2022 | $556.8M | $556.8M | $0 | 4 | 0 |
| Jan 2022 | $556.8M | $556.8M | $0 | 4 | 0 |
| Feb 2021 | $524.9M | $524.9M | $0 | 4 | 0 |
| Nov 2020 | $489.5M | $489.5M | $0 | 4 | 0 |
| Jun 2020 | $489.5M | $489.5M | $0 | 4 | 0 |
| Feb 2020 | $489.5M | $489.5M | $0 | 4 | 0 |
| Dec 2019 | $435.8M | $435.8M | $0 | 4 | 0 |
| Sep 2019 | $435.8M | $435.8M | $0 | 4 | 0 |
| Feb 2019 | $435.8M | $435.8M | $0 | 4 | 0 |
| Oct 2018 | $461.3M | $461.3M | $0 | 4 | 0 |
| May 2018 | $461.3M | $461.3M | $0 | 4 | 0 |
| Mar 2018 | $461.3M | $461.3M | $0 | 6 | 0 |
| Mar 2018 | $461.3M | $461.3M | $0 | 6 | 0 |
| Jun 2017 | $459.6M | $439.3M | $20.3M | 6 | 600 |
| Mar 2017 | $443.9M | $416.7M | $27.2M | 6 | 600 |
| Nov 2016 | $445.9M | $421.4M | $24.5M | 6 | 700 |
| Nov 2016 | $445.9M | $421.4M | $24.5M | 6 | 700 |
| Mar 2016 | $431.7M | $418.8M | $12.8M | 5 | 700 |
| Mar 2015 | $456.1M | $437.3M | $18.9M | 5 | 700 |
| Oct 2014 | $464.3M | $442.9M | $21.4M | 5 | 700 |
| Mar 2014 | $464.3M | $442.9M | $21.4M | 5 | 700 |
| Oct 2013 | $428.7M | $401.2M | $27.4M | 5 | 700 |
| Mar 2013 | $428.7M | $401.2M | $27.4M | 5 | 700 |
| Sep 2012 | $395.2M | $371.7M | $23.4M | 1 | 700 |
| Jun 2012 | $395.2M | $371.7M | $23.4M | 1 | 700 |
| Mar 2012 | $395.2M | $371.7M | $23.4M | 1 | 700 |
| Feb 2012 | $395.2M | $371.7M | $23.4M | 1 | 700 |
| Feb 2011 | $400.2M | $384.6M | $15.5M | 5 | -- |
| Jan 2010 | $364.5M | $342.6M | $21.9M | 5 | -- |
| Jul 2009 | $361.8M | $334.2M | $27.5M | 10 | -- |
| Nov 2007 | $416.8M | $378M | $38.8M | 10 | -- |
| Apr 2007 | $358.9M | $358.9M | $0 | 5 | -- |
| Mar 2007 | $358.9M | $358.9M | $0 | 5 | -- |
| Mar 2007 | $358.9M | $358.9M | $0 | 5 | -- |
| Dec 2006 | $358.9M | $358.9M | $0 | 5 | -- |
| Dec 2005 | $338.7M | $338.7M | $0 | 10 | -- |
| Dec 2004 | $309.2M | $309.2M | $0 | 10 | -- |
| Dec 2003 | $256.2M | $256.2M | $0 | 10 | -- |
| Jun 2001 | $264.3M | $230.9M | $33.4M | 10 | -- |
| Jun 2001 | $264.3M | $230.9M | $33.4M | 10 | -- |
DateNov 2025
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$498.4M
Discretionary$498.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$467.7M
Discretionary$467.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$467.7M
Discretionary$467.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$467.7M
Discretionary$467.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$556.8M
Discretionary$556.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$556.8M
Discretionary$556.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$556.8M
Discretionary$556.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$556.8M
Discretionary$556.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$524.9M
Discretionary$524.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$489.5M
Discretionary$489.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$489.5M
Discretionary$489.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$489.5M
Discretionary$489.5M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$435.8M
Discretionary$435.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$435.8M
Discretionary$435.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$435.8M
Discretionary$435.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$459.6M
Discretionary$439.3M
Non-Disc.$20.3M
Employees6
Clients600
DateMar 2017
Total AUM$443.9M
Discretionary$416.7M
Non-Disc.$27.2M
Employees6
Clients600
DateNov 2016
Total AUM$445.9M
Discretionary$421.4M
Non-Disc.$24.5M
Employees6
Clients700
DateNov 2016
Total AUM$445.9M
Discretionary$421.4M
Non-Disc.$24.5M
Employees6
Clients700
DateMar 2016
Total AUM$431.7M
Discretionary$418.8M
Non-Disc.$12.8M
Employees5
Clients700
DateMar 2015
Total AUM$456.1M
Discretionary$437.3M
Non-Disc.$18.9M
Employees5
Clients700
DateOct 2014
Total AUM$464.3M
Discretionary$442.9M
Non-Disc.$21.4M
Employees5
Clients700
DateMar 2014
Total AUM$464.3M
Discretionary$442.9M
Non-Disc.$21.4M
Employees5
Clients700
DateOct 2013
Total AUM$428.7M
Discretionary$401.2M
Non-Disc.$27.4M
Employees5
Clients700
DateMar 2013
Total AUM$428.7M
Discretionary$401.2M
Non-Disc.$27.4M
Employees5
Clients700
DateSep 2012
Total AUM$395.2M
Discretionary$371.7M
Non-Disc.$23.4M
Employees1
Clients700
DateJun 2012
Total AUM$395.2M
Discretionary$371.7M
Non-Disc.$23.4M
Employees1
Clients700
DateMar 2012
Total AUM$395.2M
Discretionary$371.7M
Non-Disc.$23.4M
Employees1
Clients700
DateFeb 2012
Total AUM$395.2M
Discretionary$371.7M
Non-Disc.$23.4M
Employees1
Clients700
DateFeb 2011
Total AUM$400.2M
Discretionary$384.6M
Non-Disc.$15.5M
Employees5
Clients--
DateJan 2010
Total AUM$364.5M
Discretionary$342.6M
Non-Disc.$21.9M
Employees5
Clients--
DateJul 2009
Total AUM$361.8M
Discretionary$334.2M
Non-Disc.$27.5M
Employees10
Clients--
DateNov 2007
Total AUM$416.8M
Discretionary$378M
Non-Disc.$38.8M
Employees10
Clients--
DateApr 2007
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$338.7M
Discretionary$338.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$309.2M
Discretionary$309.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$256.2M
Discretionary$256.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$264.3M
Discretionary$230.9M
Non-Disc.$33.4M
Employees10
Clients--
DateJun 2001
Total AUM$264.3M
Discretionary$230.9M
Non-Disc.$33.4M
Employees10
Clients--