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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2012
- Office Locations
- 1
Office Locations
About Brightwood Ventures, LLC
Brightwood Ventures, LLC is a fee-only financial planning and wealth management firm serving individuals and families, with a retirement-focused planning process that models lifetime outcomes and targets >90% confidence in meeting goals. Portfolios are built from disciplined asset allocation, tax-aware asset location, and systematic rebalancing, primarily using low-cost ETFs and mutual funds, with selective tactical tilts based on research and factor analysis. The firm does not sell insurance or annuity products.
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Owner & Executives
DAVID PATRICK HOFER
Director, PRINCIPAL ADVISOR
- CRD
- #6129968
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,710,138 | -- |
| Non-Discretionary | $1,218,174 | -- |
| Total | $80,928,312 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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