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Wolff Financial Management LLC Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Wolff Financial Management LLC operates as an independent, boutique financial services practice that is registered with the SEC as an investment adviser. Since its founding in 1994, the firm combines investment management with retirement planning, estate planning, and income tax considerations in an integrated approach. Its clients span the United States and abroad, and the firm is based in Kalamazoo, Michigan.

As a smaller player in financial services, the firm emphasizes coordinating several aspects of a client's finances rather than offering a single service in isolation. This reflects its positioning as an independent adviser that provides comprehensive planning within the broader investment management ecosystem.

Find Wolff Financial Management LLC employees' phone numbers or email addresses

Wolff Financial Management LLC Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Wolff Financial Management LLC's Leadership

  • Coo at Wolff Financial Management LLC
    M. W. C.
    Coo
    Mobile Phone
  • Owner at Wolff Financial Management LLC
    M. W.
    Owner
    Mobile Phone
  • Director Of Office Operations at Wolff Financial Management LLC
    L. A.
    Director Of Office Operations
    Mobile Phone
  • Financial Advisor at Wolff Financial Management LLC
    J. M.
    Financial Advisor
    Mobile Phone
  • Client Specialist at Wolff Financial Management LLC
    A. D.
    Client Specialist
    Mobile Phone
  • Client Services Specialist at Wolff Financial Management LLC
    R. T.
    Client Services Specialist
    Mobile Phone
  • Administrative Assistant at Wolff Financial Management LLC
    S. L.
    Administrative Assistant
    Mobile Phone
  • Administrative Assistant at Wolff Financial Management LLC
    S. R.
    Administrative Assistant
    Mobile Phone

Wolff Financial Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Wolff Financial Management LLC

Name
Title
Contact
Location
Last Update
  • Coo at Wolff Financial Management LLC
    M. W. C.
    Coo
    Mobile Phone
    United States, Michigan
    Jun 11, 2025
  • Owner at Wolff Financial Management LLC
    M. W.
    Owner
    Mobile Phone
    UNITED STATES
    Nov 07, 2025
  • Director Of Office Operations at Wolff Financial Management LLC
    L. A.
    Director Of Office Operations
    Mobile Phone
    United States
    Sep 17, 2024
  • Financial Advisor at Wolff Financial Management LLC
    J. M.
    Financial Advisor
    Mobile Phone
    United States, Michigan
    Nov 03, 2025
  • Client Specialist at Wolff Financial Management LLC
    A. D.
    Client Specialist
    Mobile Phone
    United States, Michigan
    Feb 19, 2026
  • Client Services Specialist at Wolff Financial Management LLC
    R. T.
    Client Services Specialist
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Administrative Assistant at Wolff Financial Management LLC
    S. L.
    Administrative Assistant
    Mobile Phone
    United States, Michigan
    Oct 22, 2024
  • Administrative Assistant at Wolff Financial Management LLC
    S. R.
    Administrative Assistant
    Mobile Phone
    United States, Michigan
    Jul 08, 2024
  • Financial Advisor at Wolff Financial Management LLC
    L. H.
    Financial Advisor
    Mobile Phone
    United States, Michigan
    Apr 04, 2024

Frequently Asked Questions

What is Wolff Financial Management LLC known for?

Minus sign iconPlus sign iconWolff Financial Management LLC was founded in 1994 and operates in the Financial Services industry. You can contact Wolff Financial Management LLC's main corporate office by phone at
+1-269-372-****
. Explore Wolff Financial Management LLC's company overview page for more information.

What is Wolff Financial Management LLC's most common email format?

Minus sign iconPlus sign iconWolff Financial Management LLC employees' email format typically follows the pattern of First@wfminvest.com. Trying to find reliable and up-to-date employee contact data? Find more Wolff Financial Management LLC email formats with LeadIQ.

How many employees does Wolff Financial Management LLC have currently?

Minus sign iconPlus sign iconWolff Financial Management LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wolff Financial Management LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wolff Financial Management LLC's key employees include:

  • Coo: M. W. C.
  • Owner: M. W.
  • Director Of Office Operations: L. A.
  • Financial Advisor: J. M.
  • Client Specialist: A. D.

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