Be advised. This firm is no longer registered.

Wolf Money Management, Inc.

Wolf Money Management, Inc. (CRD# 113030) is a financial advisory firm headquartered in Ronkonkoma, NY. They manage $50,294,417 in 247 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $203,621
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
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Wolf Money Management, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.