WOLF FINANCIAL MANAGEMENT, LLC
CRD #44225 SEC #801-66693 OAKBROOK TERRACE, IL 630-545-4747
SEC Registered Broker-Dealer
Total AUM
$165.9M
Discretionary
$41M
Employees
6
Clients
1
Accounts
588
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $20.5M | $0 | $20.5M | 4 | 1 |
| Dec 2014 | $275M | $64.2M | $210.8M | 7 | 300 |
| Mar 2014 | $275M | $64.2M | $210.8M | 7 | 300 |
| Jul 2013 | $170.1M | $45.8M | $124.3M | 8 | 300 |
| Mar 2013 | $170.1M | $45.8M | $124.3M | 8 | 300 |
| May 2012 | $165.9M | $41M | $124.9M | 6 | 300 |
| Mar 2012 | $165.9M | $41M | $124.9M | 6 | 300 |
| Mar 2011 | $138.3M | $36.9M | $101.4M | 10 | -- |
| Jul 2010 | $103.5M | $0 | $103.5M | 10 | -- |
| May 2010 | $103.5M | $0 | $103.5M | 10 | -- |
| Apr 2009 | $78.9M | $5M | $73.8M | -- | -- |
| Mar 2008 | $96.4M | $28.2M | $68.2M | -- | -- |
| Mar 2007 | $102.3M | $42.2M | $60.1M | -- | -- |
DateMar 2015
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees4
Clients1
DateDec 2014
Total AUM$275M
Discretionary$64.2M
Non-Disc.$210.8M
Employees7
Clients300
DateMar 2014
Total AUM$275M
Discretionary$64.2M
Non-Disc.$210.8M
Employees7
Clients300
DateJul 2013
Total AUM$170.1M
Discretionary$45.8M
Non-Disc.$124.3M
Employees8
Clients300
DateMar 2013
Total AUM$170.1M
Discretionary$45.8M
Non-Disc.$124.3M
Employees8
Clients300
DateMay 2012
Total AUM$165.9M
Discretionary$41M
Non-Disc.$124.9M
Employees6
Clients300
DateMar 2012
Total AUM$165.9M
Discretionary$41M
Non-Disc.$124.9M
Employees6
Clients300
DateMar 2011
Total AUM$138.3M
Discretionary$36.9M
Non-Disc.$101.4M
Employees10
Clients--
DateJul 2010
Total AUM$103.5M
Discretionary$0
Non-Disc.$103.5M
Employees10
Clients--
DateMay 2010
Total AUM$103.5M
Discretionary$0
Non-Disc.$103.5M
Employees10
Clients--
DateApr 2009
Total AUM$78.9M
Discretionary$5M
Non-Disc.$73.8M
Employees--
Clients--
DateMar 2008
Total AUM$96.4M
Discretionary$28.2M
Non-Disc.$68.2M
Employees--
Clients--
DateMar 2007
Total AUM$102.3M
Discretionary$42.2M
Non-Disc.$60.1M
Employees--
Clients--