$124.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2008
- Office Locations
- 1
Office Locations
2930 Court Street Pekin IL
About Wolf Financial Advisors LLC
Wolf Financial Services, LLC is a Pekin, IL advisory team led by Jeanne Wolf providing personalized wealth management and financial planning. Through its affiliation with Osaic Wealth, Inc., the firm offers investments, asset management, insurance protection, and retirement, estate, and education funding strategies. The approach emphasizes long-term planning, active asset allocation and risk management, often using ETFs and mutual funds.
Team overview
76 AVG AGE
$124.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES S. WOLF
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4604322
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $124,856,762 | $397,633 |
| Total | $124,856,762 | $397,633 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing