Matthew
Wolff
Wolff Financial Management LLC
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About this Advisor
Matthew Wolff is a certified financial planner who works out of Kalamazoo, Michigan who has 7 years of industry experience. Wolff works at Wolff Financial Management LLC. Over the course of their career, Wolff has held roles at Purshe Kaplan Sterling Investments, Wolff Financial Management, LLC and Transamerica Financial Advisors, Inc. Wolff holds a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in Michigan and Texas. Wolff Financial Management LLC is a registered investment business operating out of Kalamazoo, MI. It controls $410 million in assets among its 1,064 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,064 client accounts, 34% belong to high-net-worth individuals who have more than $1 million in investable assets. Wolff Financial Management LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is offered. Fee types charged by Wolff Financial Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wolff Financial Management LLC Brokerage Details
$409,764,074
5
1,064
$385,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Wolff Work History
Matthew has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Wolff Financial Management, LLC
Transamerica Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Wolff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wolff Financial Management LLC
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
