CRD: 282005
Hofer & Associates Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-2016
- Office Locations
- 2
Office Locations
About Hofer & Associates Wealth Management
Hofer & Associates Wealth Management is a California RIA providing financial planning and portfolio construction for individuals and entrepreneurs, with support for retirement planning, tax strategy, charitable giving, insurance, and business succession. Portfolios are primarily ETF-based, with additional use of mutual funds and selective digital-asset exposures as appropriate. Schwab is a primary custodian and the firm publishes regular market commentary.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEREMY ROBERT HOFER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4909799
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARLA LYNN VICKREY
--
- CRD
- #5379050
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,385,585 | $721,285 |
| Non-Discretionary | $0 | -- |
| Total | $216,385,585 | $721,285 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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