Hofman Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hofman Wealth Management provides wealth and investment management, financial planning, and the selection of third‑party asset managers for individuals, high‑net‑worth investors, pension and profit‑sharing plans, non‑profit organizations and businesses. The firm generally manages client portfolios on a discretionary basis and also offers portfolio management through a wrap‑fee program and access to third‑party manager programs available via Wells Fargo Advisors.
The firm develops individualized investment policy statements and implements tax‑aware, risk‑adjusted asset allocations using a mix of active and passive strategies across stocks, ETFs, mutual funds, bonds and alternative private investments. Hofman Wealth conducts ongoing monitoring and periodic reviews, may delegate management to selected subadvisers, and can provide consolidated reporting that includes held‑away or non‑advisory assets upon client request.
Notable differences from many peers include operating a wrap‑fee program and relying on third‑party programs (Private Advisor Network and Personalized UMA) for manager access, and a recent launch that coincided with managing several hundred million dollars of client assets across a two‑advisor team. The firm also discloses an economic relationship with its primary broker‑dealer platform (a conditional, forgivable loan from TradePMR tied to recommending that platform) and is deemed to have custody for certain accounts under standing letters of authorization, relying on the SEC No‑Action Letter for the surprise‑examination exemption.
Client services
Expertise
Fee options
Up to 1.5% annual advisory fee (maximum rate for new clients) - tiered rates negotiated individually by client and firm based on asset size, relationship, complexity, and investment strategies
Account minimum: $1,000,000
Main office
16150 Main Circle Drive, Suite 130
Chesterfield MO 63017
Advisors at this office
4
Most active in
Florida · Georgia · Kansas · Missouri · Texas
Also doing business as
Hofman Wealth Management · Hofman Wealth Management, 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.
Quick links
Advisors at this firm
John H
Series 63, Series 65
Chesterfield, MO
Hofman Wealth Management
John Hofman is a financial advisor at Hofman Wealth Management with 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley Private Bank, and Merrill. Outside of his advisory work, he serves on the finance committee and as a board member for two homeowners associations in Missouri. Hofman Wealth Management provides wealth and investment management, financial planning, and access to third-party asset managers for individuals, high-net-worth investors, pension and profit-sharing plans, non-profits, and businesses. The firm employs tax-aware, risk-adjusted asset allocations using a combination of active and passive strategies and manages client portfolios primarily on a discretionary basis.
Theodore H
Series 66
Chesterfield, MO
Hofman Wealth Management
Theodore Hellman is a financial advisor at Hofman Wealth Management with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years and Morgan Stanley for one year. Outside of his advisory role, he serves as Chair of the Woods Mill Center Redevelopment Association and provides strategic planning consulting to the Phi Kappa Theta Alumni Association. Hofman Wealth Management offers wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth investors, pension and profit-sharing plans, nonprofits, and businesses. The firm employs tax-aware, risk-adjusted asset allocation strategies using a combination of active and passive investments and provides discretionary portfolio management along with wrap-fee and third-party manager programs.
Robert H
CFP®, Series 66
Chesterfield, MO
Hofman Wealth Management
Robert Hofman is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Morgan Stanley and Wells Fargo Clearing before joining Hofman Wealth Management, where he has been an advisor since 2026. Hofman Wealth Management offers wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth clients, pension plans, non-profits, and businesses. The firm uses tax-aware, risk-adjusted asset allocations with both active and passive strategies and provides discretionary portfolio management, including a wrap-fee program and access to third-party manager programs.
James H
CFP®, Series 66
Chesterfield, MO
Hofman Wealth Management
James Hofman is a CFP® with 13 years of experience in the financial services industry. He is currently with Hofman Wealth Management, where he has worked since 2026. Prior to this, he held positions at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Hofman Wealth Management provides wealth and investment management, financial planning, and third-party asset manager selection for individuals, high-net-worth investors, pension and profit-sharing plans, non-profits, and businesses. The firm offers discretionary portfolio management as well as wrap-fee and third-party manager programs, focusing on tax-aware, risk-adjusted asset allocation using both active and passive strategies.
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