# Wolakota Financial Advisors

> Wolakota Financial Advisors is a state-registered investment advisory firm in Ypsilanti, MI, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 143218
- Filed as: WOLAKOTA FINANCIAL ADVISORS
- Legal name: Wolakota, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ypsilanti, MI
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143218
- AdvisorCensus page: https://advisorcensus.com/firm/wolakota-financial-advisors-ypsilanti-mi-143218

## Quick answers

**How is Wolakota Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Wolakota Financial Advisors reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wolakota Financial Advisors located?**
Wolakota Financial Advisors' principal office is in Ypsilanti, MI, according to its Form ADV.

**Is Wolakota Financial Advisors registered with the SEC or a state?**
Wolakota Financial Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 143218.

**How much does Wolakota Financial Advisors manage?**
Wolakota Financial Advisors reports $8,529,834 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**What types of clients does Wolakota Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28).

**Does Wolakota Financial Advisors 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/143218

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,529,834
- Discretionary: $8,529,834
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $8,529,834 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 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.

### Websites listed on Form ADV (Item 1.I)
- [sanemoneyblog.blogspot.com](https://sanemoneyblog.blogspot.com)
- [wolakotaadvisors.com](https://wolakotaadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolakota Financial Advisors (CRD 143218): Form ADV filing data as of October 2026.