Investment adviser · CRD 113030
WOLF MONEY MANAGEMENT, INC.
Investment adviser filing (IA)
RONKONKOMA, NY, United States · Form ADV filed Mar 22, 2023
- Regulatory AUM
- $50.3M Form ADV · Item 5.F
- Client accounts
- 247 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 87 | $25,588,463 | 50.9% |
| High-net-worth individuals | 19 | $24,705,954 | 49.1% |
Filing source
Form ADV 1738059 · Mar 22, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
3505 VETERANS MEMORIAL HWY, SUITE PRONKONKOMA, NY, 11779, United States
CRD 113030
Filing source
Form ADV 1738059 · Mar 22, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.