Hoff Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$119,344,150
Clients
154
Advisors
3
across 2 offices
About
Hoff Private Wealth is a registered investment adviser that provides financial planning, ongoing portfolio management, and pension consulting to individuals (including high-net-worth clients), corporations, foundations, and employee benefit plans. The firm offers both discretionary and non-discretionary services and generally maintains a $500,000 account minimum for advisory relationships.
The firm’s stated investment approach centers on Modern Portfolio Theory, supplemented by fundamental, technical, and cyclical analysis, and typically implements portfolios using ETFs, mutual funds, equities, fixed income, and real estate funds; options trading and short sales are available upon client request. Hoff documents investor profiles and risk tolerance to tailor allocations and requires custody of assets at Schwab Institutional, noting access to Schwab’s research and operational resources.
Notable details in the brochure include multiple outside business activities held by the firm’s principals — such as a substance-testing lab, residential and commercial development entities, and restoration/construction businesses — which are disclosed as potential sources of conflicts of interest. The brochure also documents a recent voluntary termination of life and health insurance registrations while continuing to discuss annuities and insurance planning, a combination that is relatively uncommon among similar supported firms.
Client services
Expertise
Fee options
$2,000 to $10,000 fixed fee for financial planning
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001 - $25,000,000: 0.25% annually $25,000,001+: 0.15% annually
$200 to $500 per hour
Account minimum: $500,000
Main office
See office505 S 24th Ave, Suite 102
Wausau WI 54401
Advisors at this office
2
Offices (2)
Most active in
Wisconsin
Also doing business as
Hoff Brothers, LLC · Hoff Private Wealth
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.
Quick links
Advisors at this firm
Alexandria B
Series 65
Wausau, WI
Hoff Private Wealth
Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.
Derek H
Series 65
Wausau, WI
Hoff Private Wealth
Derek Hoff is a financial advisor at Hoff Private Wealth with seven years of industry experience. He holds a Series 65 credential and previously worked at Northwestern Mutual in various capacities between 2016 and 2019. Hoff is also a licensed insurance agent, offering related products and advice as part of his broader services. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating ETFs, mutual funds, equities, fixed income, and real estate funds, with services tailored to client risk profiles and custodianship at Schwab Institutional.
Daniel H
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
Daniel Hoff is a financial advisor with Hoff Private Wealth in Wausau, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2016 to 2019 and has been involved with Hoff Brothers, LLC since 2016. Hoff serves as a board member of the Lake Wausau Association and holds ownership interests in several private businesses, including a non-financial services company and investment property entities. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting services to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach combined with fundamental, technical, and cyclical analysis, implementing portfolios with a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and real estate funds.
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