# Hofer & Associates Wealth Management

Hofer & Associates Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 282005
- **SEC file number:** 801-125790
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282005

## About

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.

## Questions

### 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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Last updated: 2026-07-06T01:24:18.301Z

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