Wolf Money Management, Inc.

Wolf Money Management, Inc. (CRD# 113030) is a financial advisory firm headquartered in Ronkonkoma, NY. They manage $33,300,000 in 196 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $169,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Wolf Money Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven A. Wolf
CRD#: 2231584
3555 Veterans Memorial Hwy, Suite Q, Ronkonkoma, NY 11779
96
Wealthminder
score

Steven Wolf (CRD# 2231584) is an Investment Advisor Representative working at Wolf Money Management, Inc. in Ronkonkoma, NY and has over 24 years of experience in the finance industry. Steven Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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