Charles P Hoffmann
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
33 yearsExperience
3 statesRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Marcum Wealth LLCSep 2021 to May 2025
- Fourfront Advisors, LLCJan 2020 to Sep 2021
- Commonwealth Financial NetworkJul 1997 to Sep 2021
- Portin Hoffmann Financial Group IncAug 1993 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2481144
- Firm CRD
- 116407