Hofer & Associates Wealth Management

Hofer & Associates Wealth Management is a private wealth advisory firm for high-net-worth families, offering financial planning and investment management.

Hofer & Associates Wealth Management

HOFER & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in THOUSAND OAKS, CA, registered since 2022. The firm manages approximately $216 million in assets. It employs 4 staff and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does Hofer & Associates Wealth Management offer?

Hofer & Associates likely provides wealth management services including financial planning, investment portfolio management, tax strategy coordination, and estate planning. The specific suite offered is not detailed in public records.

Is Hofer & Associates structured as a single-family office or multi-family office?

Based on the firm's name and positioning, Hofer & Associates appears to operate as a multi-family office or RIA serving several families. Public records do not confirm the exact count of client families.

Does Hofer & Associates focus on direct investments or fund allocations?

The investment approach is not publicly documented. Typical RIA firms allocate client capital through a mix of mutual funds, ETFs, separately managed accounts, and direct securities. The firm's specific strategy is not disclosed.

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