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- Custodian
- Etrade ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2006
- Office Locations
- 1
Office Locations
About Wolff Financial Advisors, LLC
Wolff Financial Advisors, LLC is a Colorado-based, fee-only fiduciary RIA serving individuals and families with comprehensive financial planning and ongoing wealth management. Services span investments, retirement, insurance, estate, budgeting/cash flow, and tax planning, with portfolio asset allocation implementation and quarterly performance reporting. Investment approach emphasizes high-quality, low-expense-ratio mutual funds (Morningstar-rated) and risk-aware portfolio improvements. The firm notes it is not accepting new clients indefinitely.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEREK MATTHEW WOLFF
Financial Advisor, General Partner, President
- CRD
- #2642177
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,789,588 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,789,588 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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