HOFF PRIVATE WEALTH

RIASEC RegisteredEst. 2024
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$323K
Accounts
550
Employees
3
Advisory reps
3

Firm details

Headquarters
WAUSAU, Wisconsin
CRD number
301001
Registered since
February 27, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

3 of 3
  • Daniel Hoff

    PartnerCRD 6684092

  • Derek Hoff

    Managing MemberCRD 6684668

  • Alexandria Bakka

    Executive AssistantCRD 6885000

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth