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HOOVER PRIVATE WEALTH, LLC

ROYAL OAK, MI · CRD 336484 · IAPD ↗ · hooverprivatewealth.com · (248) 298-4000

$171.3MRegulatory AUM
2Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — HOOVER PRIVATE WEALTH, LLC reported RAUM up 30% ($132.0M -> $171.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — HOOVER PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — HOOVER PRIVATE WEALTH, LLC (ROYAL OAK, MI) is newly SEC-registered with $132.0M RAUM and 2 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.