Wade Aaron Hoffman
Investment adviser representative at Avantra Family Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$221.6MFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avantra Family Wealth, Inc.Jul 2017 to now
- Purshe Kaplan Sterling InvestmentsJul 2017 to now
- UnemployedJan 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Avantra Family Wealth, Inc.
$221.6MAssets managed
223Clients
3Advisers
8 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
- 2825341
- Firm CRD
- 288209