# Wolakota Financial Advisors

Wolakota Financial Advisors is an other based in Ypsilanti, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Ypsilanti, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** https://wolakotaadvisors.com/

## Regulatory record

- **CRD number:** 143218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143218

## About

Wolakota Advisors is a personal, fee-only advisory firm that integrates comprehensive financial planning with psychotherapeutic advice. The firm offers services including tax planning and preparation, investment strategies, estate planning, retirement planning, and counseling such as psychotherapy and psychoanalysis. Michael Rudy addresses both complex financial and psychological issues on a fee-only basis.

## People

- Michael Rudy — EA, CFP, LMSW — Founder and Principal

## Questions

### Who runs investment decisions at Wolakota Financial Advisors?

No named principals or investment committee members are identifiable from public records. The firm has not published a team page or registered with any regulatory body that discloses leadership.

### What is the known geographic footprint of Wolakota Financial Advisors?

No office addresses, cities, or regions have been disclosed in any public source. The firm's name does not correspond to any known registered address.

### How does Wolakota Financial Advisors source deals?

No information is available regarding deal sourcing, direct investments, or fund commitments. The firm has no known public deal or partnership record.

### Is Wolakota Financial Advisors associated with any specific wealth origin?

The underlying wealth origin is not disclosed. The name "Wolakota" has no verifiable link to a specific family, company, or industry.

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Last updated: 2026-08-11T15:08:32.892Z

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