Hofman Wealth Management
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 342340
- Registered since
- June 22, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hofman Wealth Management is registered as a limited liability company and began SEC registration in 2026. FINTRX classifies it as a capital allocator and notes it as a newly formed adviser. The firm provides a mix of advisory services focused on individuals and small businesses: financial planning, ongoing portfolio management, selection of third-party advisers, publication of periodicals or newsletters, and delivery of educational seminars or workshops. Its fee model is a percentage of assets under management. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser.
Assets & Accounts
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
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 14767 North Outer 40 Rd
- Time zone
- CT (UTC-6)
- Office locations
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