Holleyjo Wealth Advisors

Overview

Holleyjo Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model is flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee arrangements. Holleyjo is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices