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Peter Edward Hoffmann

Marcum Wealth, LLC

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About Peter Edward Hoffmann

Peter Edward Hoffmann is an Investment Advisor Representative registered with Marcum Wealth, LLC. Peter Edward Hoffmann is a registered representative and investment advisor representative who has been in the industry for 24 years. Prior to joining Marcum Wealth, LLC, Peter Edward Hoffmann worked at Commonwealth Financial Network and FourFront Advisors, LLC. Peter Edward Hoffmann is also registered with the following states: New York, Ohio, Pennsylvania, and Texas. Peter Edward Hoffmann is experienced in financial planning, portfolio management, and consulting.

Firm Information

Peter 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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Peter Hoffmann’s Registration & Firm History

OH

07/20/2021 - Present

Marcum Wealth, LLC (CLEVELAND OH)

PA

07/09/1997 - 06/29/2021

COMMONWEALTH FINANCIAL NETWORK (EXTON PA)

NY

06/19/1996 - 07/11/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

SC

02/16/1996 - 06/19/1996

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

08/27/1993 - 02/22/1996

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Edward Hoffmann.
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