WOLF Financial Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a fee-only registered investment adviser that provides wealth management and standalone financial planning to individuals, high-net-worth individuals, and corporations or other businesses. Its services cover ongoing portfolio management and a range of planning topics including cash flow, retirement, tax planning, estate planning, insurance review, and business planning, and it may recommend third‑party professionals when appropriate.
Investment work typically centers on asset allocation and Modern Portfolio Theory, using a mix of stocks, bonds, mutual funds, and ETFs with both passive and active elements; the firm may engage Outside Managers and model portfolios to implement client strategies and generally manages accounts on a discretionary basis with quarterly reviews. Plans and portfolios are tailored to client goals and risk tolerance, and clients may impose reasonable written restrictions on securities or sectors.
Notable for a very small, recently formed advisory firm, it is organized as an LLC with a single principal performing multiple roles rather than operating as a traditional solo practitioner, and it currently reports no assets under management. The firm requires clients to establish accounts at a specific custodian and participates in that custodian’s model marketplace, and the principal maintains an insurance license but does not sell insurance products to clients.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Fixed fees ranging from $2,000 to $4,000 for financial planning services, depending on complexity and client needs; fees negotiable.
Main office
21250 Hawthorne Blvd, Suite 500
Torrance CA 90503
Advisors at this office
1
Most active in
California
Also doing business as
Wolf Financial Management · Wolf Financial Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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