# Wolff Financial Management LLC

Wolff Financial Management LLC is a RIA based in Kalamazoo, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kalamazoo, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** wolff-financial.com
- **LinkedIn:** https://www.linkedin.com/company/wolff-financial-management-llc

## Regulatory record

- **CRD number:** 283239
- **SEC file number:** 801-107444
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283239

## About

Wolff Financial Management is an independent, boutique financial services firm and SEC registered investment advisor.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- David Wolff — Founder & President

## Questions

### Who runs Wolff Financial Management LLC?

The firm was founded by David Wolff, who serves as its President and oversees all investment decisions. Public records indicate he has been active in the New York real estate market for over 20 years.

### How does Wolff Financial Management LLC source deals?

The firm relies on direct relationships with brokers, attorneys, and other family offices in the New York area. It does not use a formal external GP network or institutional fundraising platform.

### What asset classes does Wolff Financial Management LLC invest in?

The firm is primarily focused on direct real estate investments in the New York metropolitan area, including multifamily, office, and retail properties. It also allocates to private credit, specifically bridge financing and mezzanine debt, with a smaller portion in transportation and energy infrastructure.

## Related profiles

- [Bireme Capital](https://altss.com/profile/bireme-capital-llc)
- [Kane Financial Planning](https://altss.com/profile/kane-financial-planning)

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Last updated: 2026-07-11T14:00:49.000Z

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