THOUSAND OAKS, CACRD 282005Latest ADV February 20, 2026
Hofer & Associates Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated February 20, 2026, reports $216M in regulatory assets under management, 4 employees, 1 office, and 300 accounts.
Assets Under Management
$216M
Employees
4
Offices
1 office
Total Clients
300
Primary office
THOUSAND OAKS, CA
90 E THOUSAND OAKS BLVD., SUITE 310, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
245
2
HNWI
18.3%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of February 20, 2026
Discretionary100.0%
$216M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$216M
Total Accounts300
10Y AUM Change+$82M (+61.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee75:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.