Hoff Private Wealth

Hoff Private Wealth (CRD# 301001) is a financial advisory firm headquartered in Wausau, WI. They manage $107,114,439 in 443 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
505 S 24th Ave, Suite 102, Wausau, WI 54401
https://www.thetransparentadvisor.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $241,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Hoff Private Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Alexandria Bakka, financial advisor Wausau WI
Alexandria L. Bakka
CRD#: 6885000
505 S 24th Ave, Suite 102, Wausau, WI 54401

Alexandria Bakka (CRD# 6885000) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 3 years of experience in the finance industry.

2
Daniel Hoff, financial advisor Wausau WI
Daniel R. Hoff
CRD#: 6684092
505 S 24th Ave, Suite 102, Wausau, WI 54401

Daniel Hoff (CRD# 6684092) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 7 years of experience in the finance industry.

3
Derek Hoff, financial advisor Wausau WI
Derek M. Hoff
CRD#: 6684668
208 Rainbow Ln, Wausau, WI 54401

Derek Hoff (CRD# 6684668) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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