Overview
Assets Under Management: $177 million
Headquarters: WAUSAU, WI
High-Net-Worth Clients: 30
Average Client Assets: $2.6 million
Frequently Asked Questions
HOFF PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301001), HOFF PRIVATE WEALTH is subject to fiduciary duty under federal law.
HOFF PRIVATE WEALTH is headquartered in WAUSAU, WI.
HOFF PRIVATE WEALTH serves 30 high-net-worth clients according to their SEC filing dated January 11, 2026. View client details ↓
According to their SEC Form ADV, HOFF PRIVATE WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HOFF PRIVATE WEALTH manages $177 million in client assets according to their SEC filing dated January 11, 2026.
According to their SEC Form ADV, HOFF PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.40%
Average Client Assets: $2.6 million
Total Client Accounts: 550
Discretionary Accounts: 550
Regulatory Filings
CRD Number: 301001
Filing ID: 2039534
Last Filing Date: 2026-01-11 15:41:48