RIA Intel›Advisers›Colorado›WOLFF FINANCIAL ADVISORS, LLC

WOLFF FINANCIAL ADVISORS, LLC

Advisory

BROOMFIELD, CO

Data as of May 30, 2026 · Source: SEC Form ADV

Average account

$224K

across 57 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed May 30, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndApril

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

PURPOSE WEALTH LLC

$13M

FREDERICK HOLMES CRON

$13M

HOSKIN CAPITAL, LLC

$13M

CHOICE INVESTMENT MANAGEMENT LLC

GREENWOOD VILLAGE, CO

$13M

ADVANTAGE FINANCIAL SERVICES, INC.

$13M

STEVENSON ADVISORS, LLC

$13M

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