KOLLAR WEALTH ADVISORS, LLC

Overview

Kollar Wealth Advisors, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business model includes insurance brokerage, and fee arrangements span percentage of assets under management, hourly charges, fixed fees and other fee structures, which suggests flexibility in how it engages clients. Investment activity is centered on traditional public funds and mutual funds as core portfolio holdings, supplemented by alternative exposures in real estate, commodities and oil & gas. The firm is not an active ESG investor and does not position itself as a multi‑state adviser. It operates as an individual‑owner RIA and acts as a capital allocator for its clients, using third‑party managers and product wrappers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices