HOFFMAN WEALTH ADVISORS

Overview

Hoffman Wealth Advisors is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. Reported activity shows a clear tilt toward publicly traded equities as the primary investment vehicle; the firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not function as a capital allocator. Service delivery appears aimed at a very small retail client base, emphasizing customized advice for individual and family relationships rather than institutional mandates. The firm does not list pension consulting or related-adviser services, and there is no indication that it offers family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices