Regulatory AUM

$222MForm ADV, as of 2026-04-22

13F value

$134M158 positions, 2026-03-31; never AUM

Private funds

0

Investments

0

Direct investments

0

People

4

Decision makers

2derived

• Wade Hoffman

  Chief Compliance Officer · Revealable: 1 business phone (Form 13F)
  Reveal line

Also named here, with no published line of their own (reach them through the firm): Steven Bentley Thompson (Chief Operating Officer, Family Wealth Advisor), Wade Aaron Hoffman (Founder, Chief Compliance Officer), KIM Lee Kenawell (Founder, Chief Executive Officer, Senior Family Wealth Advisor).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:310f3eb8-9d80-4519-8ab3-196815c6185f

First observed

Sep 12, 2026

Last observed

Sep 20, 2026 30 h ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.