HOLLAND STRATEGIC WEALTH ADVISORS LLC

Overview

Holland Strategic Wealth Advisors LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm serves individual and family clients and offers traditional financial planning and portfolio management alongside services such as pension consulting, manager selection and educational workshops. Its business model combines standard asset-based fee arrangements with hourly and fixed fees; it also reports the ability to charge performance-based fees. The adviser identifies as a capital allocator and is not currently positioned as an ESG-focused or multi-state specialist. Its activities include selecting outside advisers and running educational seminars, and it holds industry ties to an insurance company and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives