Wolf Financial Advisors LLC

Overview

Wolf Financial Advisors LLC is an independent, individually owned RIA organized as an LLC and SEC-registered in 2025. The firm concentrates on serving individuals, families and small-business owners by providing financial planning and portfolio management. Its fee model combines a percentage-of-AUM fee with hourly billing for advisory work. The ADV indicates the firm operates primarily on a non-discretionary basis, does not position itself as a capital allocator, and does not identify as an active ESG investor. Wolf Financial also lists an industry affiliation with an accountant, suggesting it coordinates with tax or accounting professionals as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices