WOLAKOTA FINANCIAL ADVISORS

Overview

Wolakota Financial Advisors is an independent, owner-run LLC that provides financial planning and discretionary portfolio management primarily for individual and family clients and small businesses. The advisor charges clients on an hourly and other-fee basis rather than operating as a traditional AUM-only shop. It does not position itself as a capital allocator or as an active ESG investor. Services listed by the firm center on financial planning and managing portfolios for individuals and small business owners. The adviser appears to operate locally rather than as a multistate or institutional pension consultant, and it is not identified as a related adviser to a larger advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives