Hoff Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wausau, WI. Its latest Form ADV filing, dated January 11, 2026, reports $177M in regulatory assets under management, 3 employees, and 550 accounts.
Assets Under Management
$177M
Employees
3
Offices
--
Total Clients
177
Primary office
WAUSAU, WI
505 S 24TH AVE, SUITE 102, WAUSAU, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
124
2
HNWI
16.9%
30
3
Pension Plans
13.0%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of January 11, 2026
Discretionary100.0%
$177M
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.
Latest AUM$177M
Total Accounts550
10Y AUM Change+$70M (+65.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* 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.