Hofer & Associates Wealth Management
Hofer & Associates Wealth Management is an SEC-registered mass-market adviser in Thousand Oaks, CA with $216.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Hofer & Associates Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282005, SEC 801-125790, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $216.4M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Thousand Oaks, CA
- Employees
- 4
- Clients
- 300
- CRD
- 282005
- Ownership
- HOFER, JEREMY, ROBERT
How much AUM does Hofer & Associates Wealth Management have?
Hofer & Associates Wealth Management reported $216.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Hofer & Associates Wealth Management?
Disclosed owners and executives of Hofer & Associates Wealth Management include HOFER, JEREMY, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.