{
  "crd_number": 146080,
  "slug": "wolf-financial-advisors-llc-pekin-il-146080",
  "primary_business_name": "WOLF FINANCIAL ADVISORS LLC",
  "legal_name": "WOLF FINANCIAL ADVISORS LLC",
  "dbas": [],
  "city": "Pekin",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "37900",
  "metro": {
    "cbsa_code": "37900",
    "common_name": "Peoria",
    "msa_name": "Peoria, IL",
    "path": "/advisors/il/peoria"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-21",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 124856762.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 124856762.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 41303465.0,
      "count": 75
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 83553297.0,
      "count": 24
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146080",
  "city_as_filed": "PEKIN",
  "url": "https://advisorcensus.com/firm/wolf-financial-advisors-llc-pekin-il-146080",
  "display_name": "Wolf Financial Advisors LLC",
  "summary": "Wolf Financial Advisors LLC is an SEC-registered investment advisory firm in Pekin, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Wolf Financial Advisors LLC (CRD 146080): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wolf Financial Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wolf Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Wolf Financial Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 states: Hourly rate: $150 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wolf Financial Advisors LLC located?",
      "a": "Wolf Financial Advisors LLC's principal office is in Pekin, IL, according to its Form ADV."
    },
    {
      "q": "Is Wolf Financial Advisors LLC registered with the SEC or a state?",
      "a": "Wolf Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146080."
    },
    {
      "q": "How much does Wolf Financial Advisors LLC manage?",
      "a": "Wolf Financial Advisors LLC reports $124,856,762 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (0% discretionary)."
    },
    {
      "q": "How have Wolf Financial Advisors LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Wolf Financial Advisors LLC: Regulatory assets under management: $111,497,022 in the October 2025 data and $124,856,762 in the October 2026 data, up 12%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wolf Financial Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (24)."
    },
    {
      "q": "Which custodians does Wolf Financial Advisors LLC use?",
      "a": "Wolf Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Group Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wolf Financial Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146080"
    },
    {
      "q": "Does Wolf Financial Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 says: \"We provide financial planning and investment advisory services to individuals and high net­ worth individuals. We are also available to serve as an adviser to certain retirement plans. We do not have minimum account size requirements .\""
    },
    {
      "q": "What changed in Wolf Financial Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $111,497,022 to $124,856,762 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111497022.0,
      "total_employees": 1,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 124856762.0,
      "total_employees": 1,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $111,497,022 to $124,856,762 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 an hour (Financial planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We provide financial planning and investment advisory services to individuals and high net­ worth individuals. We are also available to serve as an adviser to certain retirement plans. We do not have minimum account size requirements ."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (Financial planning)"
        ],
        "quotes": [
          "Financial planning may be offered on an hourly basis at a rate of $150 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning"
        }
      ]
    },
    "quotes": [
      "We provide financial planning and investment advisory services to individuals and high net­ worth individuals. We are also available to serve as an adviser to certain retirement plans. We do not have minimum account size requirements .",
      "Financial planning may be offered on an hourly basis at a rate of $150 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Vanguard Group Inc.",
      "name_as_filed": "VANGUARD GROUP INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wolf-financial-advisors-llc-pekin-il-146080.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 75,
      "fewer_than_5": false,
      "raum": 41303465.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 83553297.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146080",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}