# Dehoff Wealth Advisory LLC

> Dehoff Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 338328
- Filed as: DEHOFF WEALTH ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338328
- AdvisorCensus page: https://advisorcensus.com/firm/dehoff-wealth-advisory-llc-338328

## Quick answers

**How is Dehoff Wealth Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dehoff Wealth Advisory LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Dehoff Wealth Advisory LLC registered with the SEC or a state?**
Dehoff Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338328.

**How much does Dehoff Wealth Advisory LLC manage?**
Dehoff Wealth Advisory LLC reports $1,523,074 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Dehoff Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Dehoff Wealth Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338328

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,523,074
- Discretionary: $1,523,074
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,523,074 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dehoffwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dehoff Wealth Advisory LLC (CRD 338328): Form ADV filing data as of October 2026.