Amanda Jonell Wolfrum

Huntleigh Advisors, INC.

21 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners

Huntleigh Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

61 advisors

Number of Clients

1,628 clients

Average Client Portfolio

$385K average

Assets Under Management

$626.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $10.0M	1.50%
$10M+	1.00%

The annual fee and assets under management levels are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Amanda is a part-owner of Wolfrum Enterprises LLC, which owns an interest in CFG Supply, a distributor of products to nursing homes. This activity, started in April 2024, requires minimal time and is not investment-related.