Overview
Assets Under Management: $535 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 166
Average Client Assets: $2 million
Frequently Asked Questions
JOHN A. WOLFE & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110799), JOHN A. WOLFE & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
JOHN A. WOLFE & ASSOCIATES, INC. is headquartered in PORTAGE, MI.
JOHN A. WOLFE & ASSOCIATES, INC. serves 166 high-net-worth clients according to their SEC filing dated November 03, 2025. View client details ↓
According to their SEC Form ADV, JOHN A. WOLFE & ASSOCIATES, INC. offers portfolio management for individuals. View all service details ↓
JOHN A. WOLFE & ASSOCIATES, INC. manages $535 million in client assets according to their SEC filing dated November 03, 2025.
According to their SEC Form ADV, JOHN A. WOLFE & ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,238
Discretionary Accounts: 1,238
Regulatory Filings
CRD Number: 110799
Filing ID: 2025238
Last Filing Date: 2025-11-03 11:25:13
Website: 0