# Holden Wealth Management LLC

Holden Wealth Management LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 161190
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161190

## About

HOLDEN WEALTH MANAGEMENT LLC is a state-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.

## Sectors

- Private Wealth Management
- Financial Planning

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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