# The Wolter Group, Inc.

> The Wolter Group, Inc. is a state-registered investment advisory firm in Livonia, MI, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 296828
- Filed as: THE WOLTER GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Livonia, MI
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296828
- AdvisorCensus page: https://advisorcensus.com/firm/the-wolter-group-inc-livonia-mi-296828

## Quick answers

**How is The Wolter Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Wolter Group, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Wolter Group, Inc. located?**
The Wolter Group, Inc.'s principal office is in Livonia, MI, according to its Form ADV.

**Is The Wolter Group, Inc. registered with the SEC or a state?**
The Wolter Group, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296828.

**How much does The Wolter Group, Inc. manage?**
The Wolter Group, Inc. reports $53,363,288 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does The Wolter Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (11).

**Does The Wolter Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296828

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $53,363,288
- Discretionary: $53,363,288
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $31,238,485 |
| High net worth individuals | 11 | $22,124,803 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wolter Group, Inc. (CRD 296828): Form ADV filing data as of October 2026.