HOFMAN WEALTH MANAGEMENT
  • HOFMAN WEALTH MANAGEMENT
  • HOFMAN WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 10/07/2026
Registration SEC, 120-Day Approval, 06/22/2026
ADV Location CHESTERFIELD, MO, United States
Contact Info 636 xxxxxxx
Websites
AUM* 464,094,734
of that, discretionary 408,250,628
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 522,041
% High Net Worth 58.05%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees