Matthew Robert Wolfe
Investment adviser representative at Garlikov Advisors Inc
23 yearsExperience
1 stateRegistered in
$207.6MFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Garlikov Advisors IncDec 2011 to now
- E & M Risk ManagementDec 2007 to now
- Wolfe Financial LLCDec 2007 to now
- M R Wolfe & Associates LLCAug 2006 to now
- Wolfe Planning, LLCJan 2006 to now
- Garlikov & Associates, IncJan 2003 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Garlikov Advisors Inc
$207.6MAssets managed
182Clients
3Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4650640
- Firm CRD
- 112352