Holyoak Wealth Management, LLC

Overview

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