Dehoff Wealth Advisory LLC

Overview

Dehoff Wealth Advisory LLC is a small, independent registered investment adviser organized as a limited liability company and run as an individual-owner RIA. The firm focuses on fee-based relationships with individuals and families, providing financial planning and discretionary portfolio management tailored to households and small-business owners. Its advisory footprint is narrow: the practice concentrates on delivering core advisory services rather than institutional or pension consulting work, and it does not report an active ESG investment stance or multi-state adviser operations. The firm operates with a straightforward model: percentage-of-AUM pricing, discretionary managerial authority over client portfolios, and an emphasis on pooled public funds as the primary implementation vehicle. Custody is currently handled through a single custodian relationship, which supports the adviser’s compact operational setup and centralized account servicing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices