Alexandria Bakka
Hoff Private Wealth · Wausau, Wisconsin
Alexandria Bakka is a fee-only financial advisor at Hoff Private Wealth in Wausau, Wisconsin. Hoff Private Wealth reports charging a percentage of assets on its Form ADV.
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Who they serve
- Executives
- Physicians
- Pre-retirees
- Retirees
Facts
| Firm | Hoff Private Wealth |
|---|---|
| Based in | Wausau, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $177.5M across 550 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6885000 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hoffwealth.com |
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Questions about Alexandria
Is Alexandria Bakka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandria holds no broker registration, and Hoff Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandria charge for financial advice?
Alexandria's firm, Hoff Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Alexandria Bakka based?
Alexandria Bakka is based in Wausau, Wisconsin.
Is Alexandria Bakka registered with the SEC?
Yes. Alexandria Bakka is registered as an investment adviser representative in WI (CRD 6885000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hoff Private Wealth manage?
Hoff Private Wealth reports $177.5M across 550 accounts in assets under management.
How do I contact Alexandria Bakka?
Through Alexandria's website, www.hoffwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hoff Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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