J
CRD: 110799
John A. Wolfe & Associates, Inc.
Portage, MI, 49024
2693241988
$560.7M Total AUM
$560.7M Disc. AUM
0.2% 3Y CAGR
3 Employees
450 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-1990
- Office Locations
- 1
Office Locations
440 West Centre Avenue Suite 4 Portage MI
About John A. Wolfe & Associates, Inc.
John A. Wolfe & Associates, Inc. is a Portage-based RIA. The firm has been operating for 36 years. Managing $560.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$560.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Horizon summit Oak Prime
Investment Themes
Pioneer
Investment Vehicles
Matrix atlas
Services
Prime Momentum horizon Fusion frontier Catalyst focus
Owner & Executives
JOHN ANTHONY WOLFE
Chief Compliance Officer, President
- CRD
- #1218558
- Ownership
- 75% or more
(462) 386-2306
meridian.vertex@foundationcapital.com
in linkedin.com/in/momentum-vertex
B
BETH ELAINE DICKINSON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(754) 683-3556
crest.harbor@peakcapital.com
in linkedin.com/in/focus-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $560,663,000 | $478,790 |
| Non-Discretionary | $0 | -- |
| Total | $560,663,000 | $478,790 |
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Separately Managed Accounts
Total SMA Asset: $560,663,000
Public Funds:
12.0% Equity - Exchange:
16.9% Cash:
24.9% U.S. Government/Agency:
19.5% Other:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $953,662,830 | 12.0% |
| Equity - Exchange | $1,343,075,152 | 16.9% |
| Cash | $1,978,850,372 | 24.9% |
| U.S. Government/Agency | $1,549,702,098 | 19.5% |
| Other | $2,121,899,796 | 26.7% |
| Total | $7,947,190,248 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON LEGACY | GLACIER VECTOR | V31M4F8L4 | TDXDS | 9.49% | $76,874,792 |
| UNISON ELEMENT ELEMENT | PEAK MERIDIAN | VSH4R47Q7 | RFI | 10.45% | $1,639,390 |
| ELEMENT MERIDIAN | LEGACY PRIME | X5Q625UVS | CDOXE | 2.83% | $36,799,151 |
| VALUE ZENITH FOUNDATION | VALUE ELEMENT | AGBDIHNS3 | HTFVO | 7.92% | $95,337,734 |
| BEACON HARBOR | PRIME CAPITAL | SJD5T9LSH | REFYL | 8.14% | $70,681,576 |
| CATALYST EAGLE | MOMENTUM GLACIER | KX6M39YMT | KSYUM | 2.14% | $35,779,487 |
| FOCUS BRIDGE EAGLE | INSIGHT RIDGE | FIO4KSUA3 | BJV | 4.31% | $101,792,951 |
| BRIDGE CATALYST | FOUNDATION GLACIER | IIG19SEFD | QTUX | 5.93% | $68,331,508 |