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Holden Wealth Management LLC
HOLDEN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1...
Holden Wealth Management LLC
HOLDEN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What services does Holden Wealth Management LLC provide?
Holden Wealth Management LLC is registered as an RIA with the SEC. Public filings list financial planning and portfolio management as core services, but no detailed strategy or client base is disclosed.
Is Holden Wealth Management LLC a family office?
No public evidence confirms this firm operates as a family office. It is registered as an RIA, which may serve high-net-worth individuals, but its structure and client composition are not publicly known.
Who runs Holden Wealth Management LLC?
No named principals or investment decision-makers for Holden Wealth Management LLC appear in public records. Firm leadership is not disclosed in available SEC filings or other sources.
Does Holden Wealth Management LLC disclose its assets under management?
Holden Wealth Management LLC does not publicly disclose AUM. It is categorized as having undisclosed AUM in industry databases.
Where is Holden Wealth Management LLC headquartered?
Public records do not confirm a specific headquarters address for Holden Wealth Management LLC. Its geographic presence remains unverified.
How does Holden Wealth Management LLC source deal flow?
With no disclosed investment strategy or portfolio, its deal sourcing methodology is not known from public sources. The firm's approach to proprietary vs. third-party opportunities is unclear.
Is there any recent activity or news about Holden Wealth Management LLC?
No recent operational events, regulatory actions, or news items are publicly documented for Holden Wealth Management LLC in the past 24 months.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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