CRD: 143218
Wolakota Financial Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
About Wolakota Financial Advisors
Wolakota Financial Advisors is a fee-only firm in the Ann Arbor/Ypsilanti area providing comprehensive financial planning and investment guidance alongside tax planning/preparation, insurance review, estate, retirement, and college planning. Led by Michael Rudy, the practice uniquely integrates psychotherapy/psychoanalysis with financial planning to address the emotional side of money decisions. Client focus is retail households; portfolios commonly use ETFs and fixed income/cash allocations, custodying at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL RUDY
Owner, Principal
- CRD
- #1062872
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,529,834 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,529,834 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing