Hoffman Wealth Advisors

Overview

Hoffman Wealth Advisors is an independent, Texas-registered limited liability company that provides financial planning and portfolio management primarily to individuals and families and to small businesses. The firm is owned by an individual proprietor, charges clients on a percentage-of-assets-under-management basis, and focuses on straightforward advisory services rather than institutional consulting, ESG mandates, or pension work. The adviser reports it is not a capital allocator, is not a multi-state adviser, and identifies portfolio management and financial planning as its core activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices