Sign in Sign up for free

Wolf Financial Management, LLC (Oakbrook Terrace)


Wolf Financial Management, LLC is an adviser based in Oakbrook Terrace. It manages $20.47 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.

Logo

Wolf Financial Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wolf Financial Management: assets under management

The assets under management (AUM) of Wolf Financial Management, LLC is $20.47 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wolf Financial Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Wolf & Company Llp Sole member 1 Dec 2004 75% - 100% 36-2985665

Based in Oakbrook Terrace

The principal office where Wolf Financial Management, LLC performs its advisory services is located at 1901 S Meyers Road, Oakbrook Terrace, IL 60181, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-282-9500 or by fax 630-282-9496. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at wolffinancial.com.


Registered investment advisers similar to Wolf Financial Management, LLC