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HOFF PRIVATE WEALTH

WAUSAU, WI · CRD 301001 · IAPD ↗ · 715-841-0405

$177.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
February 2026 — HOFF PRIVATE WEALTH reported RAUM up 38% ($129.1M -> $177.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2024 — HOFF PRIVATE WEALTH (WAUSAU, WI) is newly SEC-registered with $107.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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