WESTHOLLOW WEALTH MANAGEMENT

Overview

Westhollow Wealth Management operates as a small, independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees depending on the engagement. Investment activity centers on publicly traded equities—both individual stocks and exchange-traded funds—paired with mutual funds where appropriate. The firm does not position itself as an ESG specialist and is not registered as a multi-state adviser. Given the size of its client base and concentrated equity exposure, Westhollow appears to run relatively straightforward, liquid portfolios with an emphasis on equity allocation and tactical use of third-party alternatives. The advisory scope leans toward direct portfolio implementation and planning rather than large-scale institutional allocation or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices