Hofman Wealth Management
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 342340
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
Hofman Wealth Management is an individually owned advisory firm that operates on a percentage-of-assets-under-management fee model. The firm is listed as "Unclassified" in available records and is not identified as a capital allocator or pension consultant. It does not self-designate as an active ESG investor and is not registered as a multi-state adviser in the data provided. Public disclosures for the firm are limited. The record does not show a reported SEC registration year, and firm-level details about target client segments, investment strategies, or product lineup are not provided in the source dataset.
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
Contacts
3 of 3
James Hofman
First Vice President - Investments and Financial AdvisorCRD 6229151
Robert Hofman
First Vice President - Investments and Financial AdvisorCRD 6506493
Ruth Rhodes
CRD 7098517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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