# JOHN A. WOLFE & ASSOCIATES, INC.

JOHN A. WOLFE & ASSOCIATES, INC. of PORTAGE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 110799
- Type: SEC-registered investment adviser
- SEC file number: 801-36076
- Location: 440 WEST CENTRE AVENUE, SUITE 4, PORTAGE, MI, 49024-5357
- Phone: 269-324-1988
- Latest filing: 2026-01-14
- Regulatory AUM: $560.7M
- Discretionary AUM: $560.7M
- Clients: 3
- Accounts: 1,171

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| John Anthony Wolfe | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Beth Elaine Dickinson | CHIEF COMPLIANCE OFFICER | — |
| WOLFE JOHN ANTHONY | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF PORTFOLIO MANAGER | — |
| CAMPBELL JANICE BLACK | CHIEF COMPLIANCE OFFICER | — |
| MILLER JOHN J | CHAIRMAN EMERITUS | — |
| HAVERDINK KEVIN DEAN | VICE PRESIDENT | — |
| MILLER DIANE KAY | CHAIRMAN & CEO | — |
| WOLFE DIANE KAY | CHAIRMAN & CEO; CHIEF COMPLIANCE OFFICER, CHAIRPERSON, CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110799/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110799/similar
- Related entities: https://search.stillhousedata.com/firm/110799/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110799

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.