HOFFMAN WEALTH ADVISORS

HOFFMAN WEALTH ADVISORS of DALLAS, TX is an SEC-registered investment adviser (CRD 335646). Regulatory assets under management: $13K.

Registration

• CRD: 335646
• Type: Registered investment adviser
• Location: 6347 LAKE BLUFF DR, DALLAS, TX, 75249
• Phone: 214-997-3130
• Latest filing: 2026-01-26
• Regulatory AUM: $13K
• Discretionary AUM: $13K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search