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HOFER & ASSOCIATES WEALTH MANAGEMENT

THOUSAND OAKS, CA · CRD 282005 · IAPD ↗ · hoferwm.com · 805-557-8054

$216.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — HOFER & ASSOCIATES WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.