LeadIQ logo
Learn more at LeadIQ.com

Wolff Financial Management LLC Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Wolff Financial Management LLC operates as an independent, boutique financial services practice that is registered with the SEC as an investment adviser. Since its founding in 1994, the firm combines investment management with retirement planning, estate planning, and income tax considerations in an integrated approach. Its clients span the United States and abroad, and the firm is based in Kalamazoo, Michigan.

As a smaller player in financial services, the firm emphasizes coordinating several aspects of a client's finances rather than offering a single service in isolation. This reflects its positioning as an independent adviser that provides comprehensive planning within the broader investment management ecosystem.

Find Wolff Financial Management LLC employees' phone numbers or email addresses

Wolff Financial Management LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Wolff Financial Management LLC's Leadership

  • Stylized image of a person
    M. W. C.
    Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. A.
    Director Of Office Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Client Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    Client Services Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. R.
    Administrative Assistant
    Phone icon
    Mobile Phone

Wolff Financial Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wolff Financial Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. W. C.
    Coo
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jun 11, 2025
  • Stylized image of a person
    M. W.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Nov 07, 2025
  • Stylized image of a person
    L. A.
    Director Of Office Operations
    Phone icon
    Mobile Phone
    United States
    Sep 17, 2024
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMichigan
    Nov 03, 2025
  • Stylized image of a person
    A. D.
    Client Specialist
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 19, 2026
  • Stylized image of a person
    R. T.
    Client Services Specialist
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    S. L.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesMichigan
    Oct 22, 2024
  • Stylized image of a person
    S. R.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jul 08, 2024
  • Stylized image of a person
    L. H.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 04, 2024

Frequently Asked Questions

What is Wolff Financial Management LLC known for?

Minus sign iconPlus sign iconWolff Financial Management LLC was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 5938 Venture Park Drive Kalamazoo, Michigan 49009 United States; you can contact the main corporate office by phone at
+1-269-372-****
. Explore Wolff Financial Management LLC's company overview page for more information.

What is Wolff Financial Management LLC's most common email format?

Minus sign iconPlus sign iconWolff Financial Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wolff Financial Management LLC email formats with LeadIQ.

How many employees does Wolff Financial Management LLC have currently?

Minus sign iconPlus sign iconWolff Financial Management LLC has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Wolff Financial Management LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Wolff Financial Management LLC's key employees include:

  • Coo: M. W. C.
  • Owner: M. W.
  • Director Of Office Operations: L. A.
  • Financial Advisor: J. M.
  • Client Specialist: A. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.