Hoffman Wealth Solutions

Hoffman Wealth Solutions (CRD# 145982) is a financial advisory firm headquartered in , . They manage $5,000,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Hoffman Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
Ira M. Hoffman
CRD#: 5463480
Doylestown, PA

Ira Hoffman (CRD# 5463480) is an Investment Advisor Representative working at Hoffman Wealth Solutions in Doylestown, PA and has over 10 years of experience in the finance industry.

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