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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-04-2021
- Office Locations
- 1
Office Locations
About Wolff Financial
Wolff Financial is a Greenville, SC-based planning firm focused on millennial women and couples, delivering comprehensive financial planning across cash flow and debt, benefits, insurance, tax strategies, retirement, and estate planning. Portfolios are built primarily with ETFs, with investment analysis and risk management integrated into ongoing advice. Founded by Brittany Wolff after experience at a large brokerage.
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Owner & Executives
BRITTANY TROKA WOLFF
Chief Compliance Officer, Chief Executive Officer, Founder, Owner
- CRD
- #6447773
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,540,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,540,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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