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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-2016
- Office Locations
- 1
Office Locations
About Wolff Financial Management LLC
Wolff Financial Management is an independent, boutique SEC-registered RIA (founded 1994) based in Kalamazoo, MI, serving clients across the U.S. and abroad. The firm provides integrated investment management plus retirement, estate, and income tax planning. Portfolios commonly use public funds including ETFs and mutual funds, with Schwab as a primary custodian and an online client portal.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW ROLLAND WOLFF
Financial Advisor, Managing Member
- CRD
- #2463965
- Ownership
- 75% or more
Lisa Marie LaFond
Chief Compliance Officer, Senior Compliance Consultant
- CRD
- #4575679
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LISA M. HARTGRAVES
Financial Advisor
- CRD
- #5183319
Jared Victor McNee
Financial Advisor
- CRD
- #6913325
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $603,796,209 | $545,928 |
| Non-Discretionary | $8,866,139 | $328,376 |
| Total | $612,662,348 | $540,743 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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