WOLAKOTA FINANCIAL ADVISORS

WOLAKOTA FINANCIAL ADVISORS of YPSILANTI, MI is an SEC-registered investment adviser (CRD 143218). Regulatory assets under management: $8.5M.

Registration

• CRD: 143218
• Type: Registered investment adviser
• Location: 878 S GROVE ST., YPSILANTI, MI, 48198-6345
• Phone: 734-480-2611
• Latest filing: 2026-02-19
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 28

Business model

Compensation: Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search