# WOLFF FINANCIAL MANAGEMENT LLC

WOLFF FINANCIAL MANAGEMENT LLC of KALAMAZOO, MI is an SEC-registered investment adviser.

## Registration

- CRD: 283239
- Type: SEC-registered investment adviser
- SEC file number: 801-107444
- Location: 5938 VENTURE PARK DRIVE, KALAMAZOO, MI, 49009
- Phone: 269-372-3100
- Latest filing: 2026-02-27
- Regulatory AUM: $612.7M
- Discretionary AUM: $603.8M
- Non-discretionary AUM: $8.9M
- Clients: 6
- Accounts: 1,133

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Lisa Marie Lafond](https://search.stillhousedata.com/person/664890) | CCO | — |
| [Matthew Rolland Wolff](https://search.stillhousedata.com/person/702762) | MANAGING MEMBER | — |
| [ISDANER CODY CHARLES](https://search.stillhousedata.com/person/816705) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [WOLFF MATTHEW ROLLAND](https://search.stillhousedata.com/person/837613) | MANAGING MEMBER; PRINCIPAL | — |
| [ARNSMAN LAURIE MARIE](https://search.stillhousedata.com/person/837614) | CHIEF COMPLIANCE OFFICER | — |
| [Oakes Ryan Christopher](https://search.stillhousedata.com/person/839808) | CHIEF COMPLIANCE OFFICER | — |
| [LaFond Lisa Marie](https://search.stillhousedata.com/person/859045) | CCO | — |
| [PEREIRO RENE DORIS](https://search.stillhousedata.com/person/865816) | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (269) 372-3100 |
| — | — | 1 | (269) 372-3100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283239/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283239/similar
- Related entities: https://search.stillhousedata.com/firm/283239/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283239

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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.