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).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $433,300
Compensation Options
  • A percentage of assets under your management
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.

MI

Financial Advisors at Wolff Financial Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew R. Wolff
CRD#: 2463965
5725 Venture Park Drive, Kalamazoo, MI 49009
96
Wealthminder
score

Matthew Wolff (CRD# 2463965) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 22 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.

2
Jonathan M. Vargo
CRD#: 5688827
5725 Venture Park Drive, Kalamazoo, MI 49009
93
Wealthminder
score

Jonathan Vargo (CRD# 5688827) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 7 years of experience in the finance industry.

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