Hofman Wealth Management

Overview

Hofman Wealth Management is an independent, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registration year 2026) and bills clients on a percentage-of-AUM basis. Its client focus is individuals and families, and its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, periodic publications/newsletters, and educational seminars or workshops. The firm identifies itself as a capital allocator and does not report being an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices