# Hoff Private Wealth

> Hoff Private Wealth is an SEC-registered investment advisory firm in Wausau, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 301001
- Filed as: HOFF PRIVATE WEALTH
- Legal name: Hoff Brothers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wausau, WI
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301001
- AdvisorCensus page: https://advisorcensus.com/firm/hoff-private-wealth-wausau-wi-301001

## Quick answers

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

**Where is Hoff Private Wealth located?**
Hoff Private Wealth's principal office is in Wausau, WI, according to its Form ADV.

**Is Hoff Private Wealth registered with the SEC or a state?**
Hoff Private Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 301001.

**How much does Hoff Private Wealth manage?**
Hoff Private Wealth reports $177,496,508 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Hoff Private Wealth's assets and staff changed since 2024?**
In the Form ADV data for Hoff Private Wealth: Regulatory assets under management: $107,114,439 in the October 2024 data and $177,496,508 in the October 2026 data, up 66%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hoff Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (30); pension and profit sharing plans (but not the plan participants or government pension plans) (23).

**Which custodians does Hoff Private Wealth use?**
Hoff Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hoff Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301001

**What changed in Hoff Private Wealth's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $129,073,766 to $177,496,508 (+38%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $177,496,508
- Discretionary: $177,496,508
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $40,539,132 |
| High net worth individuals | 30 | $78,805,018 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $58,152,358 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hoffwealth.com
- Facebook @hoffprivatewealth
- LinkedIn @hoff-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $107,114,439 | 3 | February 3, 2024 |
| October 2025 | $129,073,766 | 3 | July 22, 2025 |
| October 2026 | $177,496,508 | 3 | May 11, 2026 |

Regulatory assets under management: $107,114,439 in the October 2024 data and $177,496,508 in the October 2026 data, up 66%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $129,073,766 to $177,496,508 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoff Private Wealth (CRD 301001): Form ADV filing data as of October 2026.