WOLF FINANCIAL ADVISORS LLC
CRD #146080 SEC #801-132494 PEKIN, IL 309-346-1106
SEC Registered
Total AUM
$111.5M
Discretionary
$0
Employees
1
Clients
101
Accounts
330
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLF, JAMES, S. | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WOLF, JAMES, S. | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (2)
IL TX
Address
2930 COURT STREETPEKIN, IL 61554
United States
Phone: 309-346-1106