Hoff Private Wealth

Financial Services • Wausau, Wisconsin, United States • 1-10 Employees

Company overview

Headquarters	505 S 24th Ave, Suite 102, Wausau, Wisconsin 54401, US
Phone number	+17158410405
Website	hoffwealth.com
NAICS	52
Founded	2019
Employees	1-10

Key Contact at Hoff Private Wealth

Derek Hoff

Owner - Investment Advisor Representative

Hoff Private Wealth Email Formats

Hoff Private Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@hoffwealth.com), used 75% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@hoffwealth.com	75%
{first initial}{first initial}	jj@hoffwealth.com	25%

About Hoff Private Wealth

We founded Hoff Private Wealth to provide a more useful financial planning service. We use strictly evidence-based investing and advice, we have a very high level of tax awareness, and we do real, actionable financial planning and consulting. It's not about selling any product or any company, it's about having a fiduciary relationship with people, trying to help them understand their entire financial picture, and providing them with a relentlessly high level of service. We wanted to be able to help people figure out the smartest financial things to do, to quarterback their entire financial plan, and help them make the tough decisions. We also provide vetted introductions to the right people at the right times for accounting, estate planning, business succession, and other business owners.

Hoff Private Wealth revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Hoff Private Wealth has never raised funding before.

Frequently asked questions

Hoff Private Wealth is located in Wausau, Wisconsin, US.

You can reach Hoff Private Wealth at +17158410405.

Hoff Private Wealth was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Hoff Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Hoff Private Wealth

Derek Hoff

Owner - Investment Advisor Representative

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