Holdfast Wealth Management, LLC

Overview

Holdfast Wealth Management, LLC operates as an independent, owner-led registered investment adviser serving both individual and family clients and institutional accounts. The firm’s advisory work centers on fee-based portfolio management and financial planning, with services that include pension consulting and the selection of outside managers when appropriate. Its business model supports discretionary management as the dominant delivery method, and it charges clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Investment positioning is conservative-to-moderate in structure: public mutual funds and commingled public vehicles form the core of client portfolios, while separate managed accounts are used for customized exposures. Holdfast is not an active ESG investor and does not present as a multi-state or newly formed adviser; it acts as a capital allocator when client needs require third-party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices