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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARNSMAN, LAURIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LaFond, Lisa, Marie | I | CCO | NA | |
| LaFond, Lisa, Marie | I | CCO | NA | |
| LaFond, Lisa, Marie | I | CCO | NA | |
| LaFond, Lisa, Marie | I | CCO | NA | |
| Oakes, Ryan, Christopher | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRO, RENE, DORIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRO, RENE, DORIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISDANER, CODY, CHARLES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | PRINCIPAL | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
| WOLFF, MATTHEW, ROLLAND | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (6)
CA CO FL IN MI TX
Address
5938 VENTURE PARK DRIVEKALAMAZOO, MI 49009
United States
Phone: 269-372-3100