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HOFF PRIVATE WEALTH
HOFF BROTHERS, LLC
CRD 301001 · SEC 801-129458
505 S 24TH AVE, SUITE 102, WAUSAU, WI, 54401, United States
Phone
715-841-0405
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.5M
Discretionary AUM
$177.5M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $40.5M |
| High net worth individuals | 30 | $78.8M |
| Pension/profit sharing plans | 23 | $58.2M |
States served
WI
All web addresses on file
Official SEC filing: View on IAPD