Hofman Wealth Management

RIASEC RegisteredEst. 2026

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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

FINTRX

Overview

Hofman Wealth Management is an LLC that registered with the SEC in 2026 and is owned by an individual. The firm charges clients on a percentage-of-AUM basis and is described as a capital allocator. It identifies as a newly formed adviser and is not designated as a multi-state adviser. Hofman is not an active ESG investor, does not act as a pension consultant, and is not listed as a related adviser. Advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm also lists selection of other advisers as a core activity, alongside the publication of periodicals or newsletters and delivery of educational seminars and workshops.

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Location & Offices

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Investment profile

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Alternative investments used

Active ESG investor

Technology & operations

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Clients

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Client base

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Owners & executives

1 of 1

Ruth Rhodes
Chief Compliance OfficerCRD 7098517

Contacts

3 of 4

Theodore Hellman
Financial AdvisorCRD 7056861
James Hofman
First Vice President - Investments and Financial AdvisorCRD 6229151
Robert Hofman
First Vice President - Investments and Financial AdvisorCRD 6506493