Hoffman Wealth Advisors

Public-record details

Address

6347 Lake Bluff Dr, Dallas, TX 75249

Phone

(214) 997-3130

Listed under

Financial planning, % of assets managed

Legal name

Hoffman Wealth Advisors LLC

CRD number

335646

Registration

State registered: TX

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$12,867

Accounts managed

4

Clients reported (Form ADV 5.D)

2

Individual / high-net-worth clients

2 / 0

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-26

State registered (TX) investment adviser, CRD 335646, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 335646 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.