Wolff Financial Management LLC
Wolff Financial Management LLC (CRD# 283239) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $126,523,568 in 292 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts292ACCOUNTS
Average Account Value$433,300
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Matthew Wolff (CRD# 2463965) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 23 years of experience in the finance industry. Matthew Wolff 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.
Jonathan Vargo (CRD# 5688827) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 8 years of experience in the finance industry.