Hoeven Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hoeven Wealth is a recently formed investment adviser (founded in 2026) that offers discretionary investment management and standalone financial planning to a range of clients, including individual (non‑HNW) clients and high‑net‑worth individuals, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The brochure notes the firm currently reports no assets under management and no active registered advisors, and it states it does not impose a minimum account value to open or maintain an account.
The firm’s stated approach emphasizes long‑term, buy‑and‑hold portfolios informed by Modern Portfolio Theory, with periodic rebalancing and discretionary authority to implement asset‑allocation decisions tailored to each client’s goals and risk tolerance. Hoeven Wealth also presents financial planning as both a standalone and complementary service to investment management, and discloses offering fixed flat‑fee arrangements in addition to asset‑based fees and individual portfolio management services.
Noteworthy items in the brochure include the combination of planned financial planning and portfolio management for individual clients despite the firm’s newness and lack of AUM or active advisors, and an explicit statement that the firm does not act as a private‑fund adviser. The firm also describes operational practices such as recommending custodians (including Charles Schwab and Altruist), maintaining a code of ethics and supervisory procedures, and following specific controls for standing letters of authorization and custody‑related matters.
Client services
Expertise
Demographic focus
Fee options
Flat fees generally range up to $5,000 per annum
Minimum fee: Flat fees generally range up to $5,000 per annum
Main office
Boise ID
Advisors at this office
1
Most active in
Idaho
Also doing business as
Hoeven Wealth · Hoeven Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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