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HOFFMAN WEALTH ADVISORS
HOFFMAN WEALTH ADVISORS LLC
CRD 335646
6347 LAKE BLUFF DR, DALLAS, TX, 75249, United States
Phone
214-997-3130
Fax
0
Registration
— (—)
Source
State registered
Total AUM
$13K
Discretionary AUM
$13K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $13K |
All web addresses on file
Official SEC filing: View on IAPD