Holyoak Wealth Management, LLC
RIAState Registered
Total AUM
$11.4M
Discretionary
$11.4M
100% of AUM
Avg account
$326K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170868
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Holyoak Wealth Management, LLC is a small, privately held limited liability company that provides fee-based portfolio management primarily to individuals and families. Ownership is individual rather than institutional, and the firm bills clients as a percentage of assets under management. The core advisory activity is portfolio management for individuals and small businesses; the firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents19%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Pickwick Wealth Management
RIADeerfield, IL
AUM $11.4MTEAM 2REPS 2
Intrust Advisors, Inc.
RIAAUM $11.4MTEAM 2REPS 2
LBG Advisor
RIAIrvine, CA
AUM $11.4MTEAM 1REPS 3
Hacket Asset Management, Inc.
RIAAUM $11.4MTEAM 1REPS 1
Lakeside Planning
RIAAUM $11.4MTEAM 1REPS 1
Carlson Planning Company
RIAAUM $11.4MTEAM 1REPS 1