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Trent W Hofmeister

Wealthspire Advisors

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About Trent W Hofmeister

Trent W. Hofmeister is an Investment Advisor Representative with Wealthspire Advisors. Trent has been in the industry since 2011. Trent is licensed in Maryland. Trent has a Series 65 license, also known as the Uniform Investment Adviser Law Examination. Trent's firm, Wealthspire Advisors, provides financial planning services, pension consulting, and selection of other advisors. The firm manages assets for individuals and businesses. Trent is affiliated with the Salisbury, Maryland branch of Wealthspire Advisors.

Firm Information

Trent Hofmeister is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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.

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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Trent Hofmeister’s Registration & Firm History

MD

01/01/2022 - Present

Wealthspire Advisors (Salisbury MD)

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Licenses & Designations

IA

Issued 12/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trent W Hofmeister.
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