Holyoak Wealth Management, LLC

Overview

Holyoak Wealth Management, LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not actively engage in ESG investing, it has established a client base that consists of individuals and families. The firm does not classify itself as a multi-state adviser or a pension consultant, and it does not allocate capital to external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices