Samuel Pietrogallo
Wolff Financial Management · Kalamazoo, Michigan
Samuel Pietrogallo is a fee-only financial advisor at Wolff Financial Management in Kalamazoo, Michigan, who holds the CFP credential. Wolff Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wolff Financial Management |
|---|---|
| Based in | Kalamazoo, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $612.7M across 1,133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 8202014 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wfminvest.com |
How Samuel's firm compares
- Wolff Financial Management's average account is about $541,000, from its Form ADV (assets managed divided by 1,133 accounts).
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Questions about Samuel
Is Samuel Pietrogallo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Wolff Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Wolff Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Samuel Pietrogallo based?
Samuel Pietrogallo is based in Kalamazoo, Michigan.
What credentials does Samuel Pietrogallo hold?
Samuel Pietrogallo holds the CFP credential.
Is Samuel Pietrogallo registered with the SEC?
Yes. Samuel Pietrogallo is registered as an investment adviser representative in MI (CRD 8202014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wolff Financial Management manage?
Wolff Financial Management reports $612.7M across 1,133 accounts in assets under management.
How do I contact Samuel Pietrogallo?
Through Samuel's website, wfminvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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