Hoff Private Wealth
Hoff Private Wealth is an SEC-registered wealth manager in Wausau, WI with $177.5M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Hoff Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301001, SEC 801-129458, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $177.5M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- Wausau, WI
- Employees
- 3
- Clients
- 177
- CRD
- 301001
- Ownership
- Hoff, Daniel, R; Bakka, Alexandria, Lee; Hoff, Derek, Mitchell Taylor
How much AUM does Hoff Private Wealth have?
Hoff Private Wealth reported $177.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Hoff Private Wealth?
Disclosed owners and executives of Hoff Private Wealth include Hoff, Daniel, R, Bakka, Alexandria, Lee, Hoff, Derek, Mitchell Taylor. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.