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Grayson Joel Hofferber

Millennial Wealth Management, LLC

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About Grayson Joel Hofferber

Grayson Hofferber is a registered investment advisor representative with Millennial Wealth Management, LLC. Grayson is a licensed professional with over 10 years of experience in the financial services industry. Grayson provides financial planning and investment advice to individuals and families. Grayson is committed to providing clients with personalized financial guidance and support. Grayson also provides tax preparation services.

Firm Information

Grayson Hofferber is currently registered with Millennial Wealth Management, LLC. Millennial Wealth Management, LLC is a registered investment advisor with 113 accounts and $17,138,501 in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They also offer tax preparation services. Millennial Wealth Management, LLC primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

$17.14M

Assets Under Management

38

Total Clients

1

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 individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation services

Tax preparation services

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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Grayson Hofferber’s Registration & Firm History

CO

11/11/2022 - Present

Millennial Wealth Management, LLC (BROOMFIELD CO)

CO

12/08/2015 - 07/22/2016

WADDELL & REED (BOULDER CO)

CO

06/09/2014 - 11/18/2015

J.P. MORGAN SECURITIES LLC (EVERGREEN CO)

TX

10/04/2012 - 03/17/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

04/14/2011 - 08/22/2012

EDWARD JONES (PRINCETON TX)

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Licenses & Designations

BOTH

Issued 04/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grayson Joel Hofferber.
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