Holzberg Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 166712
- Website
- www.hwmfa.org
- Custodians
- CHARLES SCHWAB & CO., INC., SECURITY BENEFIT CORP
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.09%
- Individuals19.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Holzberg Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-assets-under-management fee as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities61%
- US Government Bonds22%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Harris Holzberg
OwnerCRD 1011208
Marcus Holzberg
PartnerCRD 7361515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Town Lake Capital Management
RIALakeway, TX
Fleming & Associates, LLC
RIASan Diego, CA
Gagni Wealth Management LLC
RIASan Antonio, TX
East Canyon Capital, LLC
RIAQuantel Asset Management LLC
RIANew York, NY