# Hofman Wealth Management

> Hofman Wealth Management is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated May 22, 2026.

- CRD: 342340
- Filed as: HOFMAN WEALTH MANAGEMENT
- Legal name: Hofman Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342340
- AdvisorCensus page: https://advisorcensus.com/firm/hofman-wealth-management-chesterfield-mo-342340

## Quick answers

**How is Hofman Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hofman Wealth Management 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 Hofman Wealth Management located?**
Hofman Wealth Management's principal office is in Chesterfield, MO, according to its Form ADV.

**Is Hofman Wealth Management registered with the SEC or a state?**
Hofman Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342340.

**Does Hofman Wealth Management 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/342340

**What changed in Hofman Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 0 | $0 |
| 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hofman Wealth Management (CRD 342340): Form ADV filing data as of October 2026.
