WOLFF FINANCIAL MANAGEMENT LLC
CRD #283239 SEC #801-107444 KALAMAZOO, MI 269-372-3100
SEC Registered
Total AUM
$531.7M
Discretionary
$522.2M
Employees
6
Clients
251
Accounts
1,131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $531.7M | $522.2M | $9.4M | 6 | 0 |
| Mar 2024 | $465.5M | $459.8M | $5.8M | 5 | 0 |
| Oct 2023 | $409.8M | $404.3M | $5.5M | 5 | 0 |
| Mar 2023 | $409.8M | $404.3M | $5.5M | 5 | 0 |
| Mar 2022 | $409.6M | $403.5M | $6.1M | 4 | 0 |
| Oct 2021 | $347.4M | $341.5M | $5.9M | 6 | 1 |
| Mar 2021 | $347.4M | $341.5M | $5.9M | 6 | 1 |
| Jun 2020 | $304.1M | $298.8M | $5.4M | 5 | 1 |
| Apr 2020 | $304.1M | $298.8M | $5.4M | 5 | 1 |
| Mar 2020 | $304.1M | $298.8M | $5.4M | 5 | 1 |
| Mar 2019 | $252M | $248.1M | $3.9M | 5 | 4 |
| Apr 2018 | $239.4M | $235.3M | $4.1M | 5 | 5 |
| Mar 2018 | $239.4M | $235.3M | $4.1M | 5 | 5 |
| Mar 2017 | $193M | $190.6M | $2.4M | 5 | 200 |
| Jul 2016 | $126.5M | $126.5M | $0 | 5 | 0 |
| May 2016 | $0 | $0 | $0 | 5 | 0 |
| Apr 2016 | $0 | $0 | $0 | 5 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$531.7M
Discretionary$522.2M
Non-Disc.$9.4M
Employees6
Clients0
DateMar 2024
Total AUM$465.5M
Discretionary$459.8M
Non-Disc.$5.8M
Employees5
Clients0
DateOct 2023
Total AUM$409.8M
Discretionary$404.3M
Non-Disc.$5.5M
Employees5
Clients0
DateMar 2023
Total AUM$409.8M
Discretionary$404.3M
Non-Disc.$5.5M
Employees5
Clients0
DateMar 2022
Total AUM$409.6M
Discretionary$403.5M
Non-Disc.$6.1M
Employees4
Clients0
DateOct 2021
Total AUM$347.4M
Discretionary$341.5M
Non-Disc.$5.9M
Employees6
Clients1
DateMar 2021
Total AUM$347.4M
Discretionary$341.5M
Non-Disc.$5.9M
Employees6
Clients1
DateJun 2020
Total AUM$304.1M
Discretionary$298.8M
Non-Disc.$5.4M
Employees5
Clients1
DateApr 2020
Total AUM$304.1M
Discretionary$298.8M
Non-Disc.$5.4M
Employees5
Clients1
DateMar 2020
Total AUM$304.1M
Discretionary$298.8M
Non-Disc.$5.4M
Employees5
Clients1
DateMar 2019
Total AUM$252M
Discretionary$248.1M
Non-Disc.$3.9M
Employees5
Clients4
DateApr 2018
Total AUM$239.4M
Discretionary$235.3M
Non-Disc.$4.1M
Employees5
Clients5
DateMar 2018
Total AUM$239.4M
Discretionary$235.3M
Non-Disc.$4.1M
Employees5
Clients5
DateMar 2017
Total AUM$193M
Discretionary$190.6M
Non-Disc.$2.4M
Employees5
Clients200
DateJul 2016
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0