linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hoff Private Wealth

Headquartered in WAUSAU, WI

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Hoff Private Wealth is an investment advisor based in Wausau, WI. The firm manages over $129 million in assets for 526 clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Services offered include financial planning, portfolio management for individuals, and pension consulting.

Hoff Private Wealth

505 S 24TH AVE

WAUSAU, WI 54401

$129.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

HOFF PRIVATE WEALTH has a total of 2 branch locations across the country.
location

Wausau, WI

location

WAUSAU, WI

Advisors at Hoff Private Wealth

View All 3 Advisors
Unclaimed
Alexandria Lee Bakka

RA

WAUSAU, WI

View Profile
Unclaimed
Derek Mitchell taylor Hoff

RA

Wausau, WI

View Profile
Unclaimed
Daniel R Hoff

RA

WAUSAU, WI

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Hoff Private Wealth is right for you?

Disclosures

There are no public disclosures for Hoff Private Wealth.

Frequently Asked Questions (6)

Not sure if Hoff Private Wealth is right for you?