Maierhofer Wealth

Overview

Maierhofer Wealth operates as a sole-proprietorship advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm is structured for fee-based engagements, offering a mix of percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which suggests it handles both ongoing portfolio management and project-based planning work. Maierhofer Wealth is not positioned as a multi-state adviser, is not a pension consultant, and does not identify as an active ESG investor. It is classified as an unclassified adviser and does not act as a capital allocator, so its alternative exposure is sourced through external managers rather than in-house private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices