Overview
Assets Under Management: $125 million
Headquarters: PEKIN, IL
High-Net-Worth Clients: 24
Average Client Assets: $3.5 million
Frequently Asked Questions
WOLF FINANCIAL ADVISORS LLC 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 #146080), WOLF FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
WOLF FINANCIAL ADVISORS LLC is headquartered in PEKIN, IL.
WOLF FINANCIAL ADVISORS LLC serves 24 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, WOLF FINANCIAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
WOLF FINANCIAL ADVISORS LLC manages $125 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, WOLF FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.92%
Average Client Assets: $3.5 million
Total Client Accounts: 314
Non-Discretionary Accounts: 314
Regulatory Filings
CRD Number: 146080
Filing ID: 2061255
Last Filing Date: 2026-03-27 16:10:28