WOLF FINANCIAL MANAGEMENT, LLC

OAKBROOK TERRACE, Illinois·1 registered advisor·CRD# 44225
SEC# 801-66693630-282-9500
01

Firm Overview

AUM
$20M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WOLF FINANCIAL MANAGEMENT, LLC

1 registered advisor
Kyle Douglas Dodson
OAKBROOK TERRACE, Illinois
05

Office Locations

OAKBROOK TERRACE, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. WOLF FINANCIAL MANAGEMENT, LLC (CRD# 44225) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.