HOFF PRIVATE WEALTH
Firm details
- Headquarters
- WAUSAU, Wisconsin
- CRD number
- 301001
- Registered since
- February 27, 2024
- Website
- www.hoffwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.4%
- Pension & Profit Sharing Plans32.76%
- Individuals22.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hoff Private Wealth is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, charging advisory fees as a percentage of assets under management. Its registered advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Hoff Private Wealth does not identify as an active ESG investor and is not registered or positioned as a multi-state adviser in the source data. The firm appears to operate as a boutique wealth manager rather than a capital allocator or multi-adviser platform: its business model centers on fee-based portfolio management and planning for private clients and smaller institutional mandates, with a single-owner governance structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
3 of 3Daniel Hoff
PartnerCRD 6684092
Derek Hoff
Managing MemberCRD 6684668
Alexandria Bakka
Executive AssistantCRD 6885000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAUSAU, WI
MARATHON
Location
WAUSAU, WI
Headquartered in WAUSAU, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- MARATHON
- Address
- 505 S 24th Ave
- Time zone
- CT (UTC-6)
- Office locations
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