Managing Member · Hoff Private Wealth
Derek M. Hoff
CRD 6684668 · Named on Form ADV at one SEC-registered adviser
At a glance
Hoff Private Wealth, an SEC-registered wealth manager based in Wausau, WI with $177 million in regulatory assets, lists Derek M. Hoff on its Form ADV as Managing Member, a control person.
Firms and roles
- Hoff Private WealthManaging MemberWealth manager · Wausau, WI · $177M in regulatory assets
AtlasMembers
Derek’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel R HoffMember, Hoff Private Wealth
- Alexandria L. BakkaChief Compliance Officer, Hoff Private Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.