Form D Explorer

WOLF FINANCIAL MANAGEMENT, LLC

SEC file number 801-66693 · OAKBROOK TERRACE, IL
https://wolfandshepherd.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$165.9M
Discretionary AUM
$41M
Employees
—
Clients
300

Firm

Address
1901 S MEYERS ROAD
OAKBROOK TERRACE, IL 60181-5210
Phone
—
Website
https://wolfandshepherd.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)