John A. Wolfe & Associates, Inc.

Overview

John A. Wolfe & Associates, Inc. is a corporation that has been SEC-registered since 1990 and operates as a fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. It does not position itself as a multi-state adviser, pension consultant, capital allocator, or ESG-focused manager. The practice’s public filings indicate a traditional advisory model centered on discretionary portfolio management rather than proprietary product distribution or related-adviser structures. Custody and execution appear to be centralized through a major custodian, which aligns with a conventional RIA operating model for wealth management and small institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices