HOFF PRIVATE WEALTH

HOFF BROTHERS, LLC Legal Name

Adviser information for HOFF PRIVATE WEALTH last updated from Form ADV on February 3rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Wisconsin, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	442	$107.0M
Non-Discretionary	1	$123,459
Total	443	$107.1M

Clients

Type	Number	RAUM
Individuals	132	$32.4M
HNW Individuals	16	$41.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	19	$32.8M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-129458
SEC ERA File Number	801-129458
SEC CIK Numbers	None
SEC CRD Numbers	301001
Legal Entity Identifier	None

Principal Office

505 S 24TH AVE
SUITE 102
WAUSAU
WI
United States

Monday - Friday, 8:00AM - 3:00PM

Tel: 715-841-0405, Fax: N/A

Websites

www.hoffwealth.com www.linkedin.com/company/hoff-private-wealth twitter.com/hoffwealth radiopublic.com/the-transparent-view-wd03pe podcasts.google.com/?feed=ahrochm6ly9hbmnob3luzm0vcy9injuxm2iwl3bvzgnhc3qvcnnz castbox.fm/channel/the-transparent-view-id2462780?country=us; www.thetransparentadvisor.com open.spotify.com/show/1krlks99fx9f3g60h4vbnn podcasts.apple.com/us/podcast/the-transparent-view/id1486920846

Chief Compliance Officer

ALEXANDRIA L BAKKA

EXECUTIVE ASSISTANT

505 S 24TH AVE

SUITE 102

WAUSAU

United States

Tel: 7158410405

Fax: N/A

A*****************@*************M

(Full email address available in API data)

Regulatory Contact

DANNO HOFF

PARTNER

505 S 24TH AVE

SUITE 102

WAUSAU

United States

Tel: 7152182535

Fax: N/A

D********@*************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners