HOFF BROTHERS, LLC
Legal name: HOFF PRIVATE WEALTH
CRD #301001 SEC #801-129458 WAUSAU, WI 715-841-0405
SEC Registered
Total AUM
$129.1M
Discretionary
$89.7M
Employees
3
Clients
101
Accounts
526
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bakka, Alexandria, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bakka, Alexandria, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bakka, Alexandria, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bakka, Alexandria, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bakka, Alexandria, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hoff, Daniel, R | I | MEMBER | D | Control |
| Hoff, Daniel, R | I | MEMBER | D | Control |
| Hoff, Daniel, R | I | MEMBER | D | Control |
| Hoff, Daniel, R | I | MEMBER | D | Control |
| Hoff, Daniel, R | I | MEMBER | D | Control |
| Hoff, Derek, Mitchell Taylor | I | MANAGING MEMBER | D | Control |
| Hoff, Derek, Mitchell Taylor | I | MANAGING MEMBER | D | Control |
| Hoff, Derek, Mitchell Taylor | I | MANAGING MEMBER | D | Control |
| Hoff, Derek, Mitchell Taylor | I | MANAGING MEMBER | D | Control |
| Hoff, Derek, Mitchell Taylor | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (1)
WI
Address
505 S 24TH AVESUITE 102
WAUSAU, WI 54401
United States
Phone: 715-841-0405