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Charles Philip Hoffmann

Marcum Wealth, LLC

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About Charles Philip Hoffmann

Charles Hoffmann is a financial advisor with Marcum Wealth, LLC. Charles has been in the industry since 1994. Charles has experience with both Commonwealth Financial Network and USLIFE Equity Sales Corp.. Charles is registered with the state of Ohio as a Registered Investment Advisor. Charles is also registered with the state of Texas as a Registered Investment Advisor. Charles offers financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors and other advisory services. Charles works out of the Philadelphia, Pennsylvania office of Marcum Wealth, LLC.

Firm Information

Charles Hoffmann is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Charles Hoffmann’s Registration & Firm History

OH

09/10/2021 - Present

Marcum Wealth, LLC (CLEVELAND OH)

PA

07/09/1997 - 09/01/2021

COMMONWEALTH FINANCIAL NETWORK (EXTON PA)

NY

07/14/1994 - 07/11/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Philip Hoffmann.
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