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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2019
- Office Locations
- 2
Office Locations
About Hoff Private Wealth
Hoff Private Wealth is a fiduciary RIA providing evidence-based portfolio management and highly tax-aware financial planning and consulting. The team helps clients—often business owners—quarterback complex decisions across retirement, insurance, and estate and business succession needs, and can make vetted introductions to accounting and legal specialists. Custodied with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Daniel R Hoff
Investment Advisor Representative
- CRD
- #6684092
- Ownership
- 50% but less than 75%
Derek Mitchell Taylor Hoff
Advisor, Managing Member
- CRD
- #6684668
- Ownership
- 50% but less than 75%
Element crest
North pioneer vertex
- CRD
- #19249
- Ownership
- 14.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,496,508 | $322,721 |
| Non-Discretionary | $0 | -- |
| Total | $177,496,508 | $322,721 |
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Separately Managed Accounts
Total SMA Asset: $177,496,508
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,565,284,217 | 30.6% |
| Cash | $1,821,049,612 | 35.6% |
| Equity - Exchange | $1,728,974,071 | 33.8% |
| Total | $5,115,307,900 | 100.0% |