Daniel Hoff
Hoff Private Wealth · Wausau, Wisconsin
Daniel Hoff 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 6684092 |
| Exams passed | Series 63 (2016) · Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hoffwealth.com |
| Profile |
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Questions about Daniel
Is Daniel Hoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Hoff Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Hoff based?
Daniel Hoff is based in Wausau, Wisconsin.
Is Daniel Hoff registered with the SEC?
Yes. Daniel Hoff is registered as an investment adviser representative in WI (CRD 6684092), 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 Daniel Hoff?
Through Daniel'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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