TrueAdvisor
TrueAdvisor
AW
AW

Amanda Wolfrum

Huntleigh Advisors, INC.
21 Years of Experience
Fishers, IN
Broker
View SEC Summary
View SEC Summary

Amanda Wolfrum is a registered investment advisor at Huntleigh Advisors, INC., based in Fishers, IN, with 21 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Huntleigh Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8100 E. 106th Street, Suite 260, Fishers, IN, 46038

Get directions

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.

Learn about disclosures →
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.

Employment History
Current Registrations
Huntleigh Advisors, INC.
April 2024 - Present · 2 yrs 6 mos
Huntleigh Securities CorporationBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Wolfrum and CO.
February 2018 - December 2021 · 3 yrs 10 mos
Noyes Advisors LLC
August 2015 - January 2018 · 2 yrs 5 mos
David A. Noyes & CompanyBroker
May 2013 - January 2018 · 4 yrs 8 mos
David A. Noyes & Company
May 2013 - August 2015 · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
August 2011 - May 2013 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2011 - May 2013 · 1 yr 9 mos
Wells Fargo Advisors, LLC
January 2008 - August 2011 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2008 · 2 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
November 2004 - January 2008 · 3 yrs 2 mos
State Registrations22 states
AZCAFLGAILINKYMAMDMIMNMONCNMNVNYOHPASCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Fishers, IN →All financial advisors in Indiana →
Amanda Wolfrum - Financial Advisor | TrueAdvisor