Hoff Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$177,496,508
Total clients
154
19% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
51
Average account size
$1,152,575
About
Hoff Private Wealth is a registered investment adviser that provides financial planning, ongoing portfolio management, and pension consulting to individuals (including high-net-worth clients), corporations, foundations, and employee benefit plans. The firm offers both discretionary and non-discretionary services and generally maintains a $500,000 account minimum for advisory relationships.
The firm’s stated investment approach centers on Modern Portfolio Theory, supplemented by fundamental, technical, and cyclical analysis, and typically implements portfolios using ETFs, mutual funds, equities, fixed income, and real estate funds; options trading and short sales are available upon client request. Hoff documents investor profiles and risk tolerance to tailor allocations and requires custody of assets at Schwab Institutional, noting access to Schwab’s research and operational resources.
Notable details in the brochure include multiple outside business activities held by the firm’s principals — such as a substance-testing lab, residential and commercial development entities, and restoration/construction businesses — which are disclosed as potential sources of conflicts of interest. The brochure also documents a recent voluntary termination of life and health insurance registrations while continuing to discuss annuities and insurance planning, a combination that is relatively uncommon among similar supported firms.
Client services
Expertise
Fee options
$2,000 to $10,000 fixed fee for financial planning
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001 - $25,000,000: 0.25% annually $25,000,001+: 0.15% annually
$200 to $500 per hour
Account minimum: $500,000
Main office location
Hoff Private Wealth
505 S 24 Th Ave, Suite 102
Wausau WI 54401, United States
Number of offices
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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