Dehoff Wealth Advisory LLC
RIAState Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$102K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338328
- Website
- www.dehoffwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dehoff Wealth Advisory LLC is an independent, Florida-registered wealth advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients (and small-business owners) with financial planning and discretionary portfolio management. Its fee model is a percentage of assets under management. The firm does not identify as an ESG investor, is not set up as a capital allocator, and does not position itself as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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