What departments does Wolff Financial Management LLC have?

Wolff Financial Management LLC has employees across 2 departments including Operations, Finance.

What is the largest department at Wolff Financial Management LLC?

The largest department at Wolff Financial Management LLC is Operations with 2 employees.

Where are Wolff Financial Management LLC employees located globally?

Wolff Financial Management LLC has employees across 1 continents and 1 countries including United States Of America.

How has Wolff Financial Management LLC's team size changed over time?

Wolff Financial Management LLC's team has remained stable from approximately 7 to 7 employees based on available data.

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Wolff Financial Management LLC Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Wolff Financial Management is an independent, boutique financial services firm and SEC registered investment advisor. 

Founded in 1994, Wolff Financial uses a practical and integrated approach to investment management, retirement, estate and income tax planning for clients across the U.S. and abroad.

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

Wolff Financial Management LLC Global Highlights

North America
11

United States Of America
11

Wolff Financial Management LLC's Leadership

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

Wolff Financial Management LLC Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Wolff Financial Management LLC

Name

Title

Contact Info

Location

Last Update

M. W. C.
Coo
Mobile Phone
Email
United StatesMichigan
Jun 11, 2025
M. W.
Owner
Mobile Phone
Email
UNITED STATES
Nov 07, 2025
L. A.
Director Of Office Operations
Mobile Phone
Email
United States
Sep 17, 2024
J. M.
Financial Advisor
Mobile Phone
Email
United StatesMichigan
Nov 03, 2025
A. D.
Client Specialist
Mobile Phone
Email
United StatesMichigan
Feb 19, 2026
R. T.
Client Services Specialist
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
S. L.
Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024
S. R.
Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Jul 08, 2024
L. H.
Financial Advisor
Mobile Phone
Email
United StatesMichigan
Apr 15, 2026

Frequently Asked Questions

What is Wolff Financial Management LLC known for?

Wolff Financial Management LLC was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 5938 Venture Park Drive Kalamazoo, Michigan 49009 United States; you can contact the 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?

Wolff Financial Management LLC employees' email format typically follows the pattern of . 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?

Wolff Financial Management LLC has approximately 6 employees as of April 2026. These team members are located across 1 continents, including North America.

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

As of April 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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