# HolleyJo Wealth Advisors

HolleyJo Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/tony-poehling-cfp%c2%ae-aa5a38102

## Regulatory record

- **CRD number:** 307642
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307642

## About

HolleyJo Wealth Advisors is a state-registered investment adviser with approximately $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at HolleyJo Wealth Advisors?

The firm has not publicly named any principals or investment professionals, so the decision-making structure is unknown. Without a disclosed leadership team, it is unclear whether a single individual or a committee directs allocations. This lack of transparency is notable for an RIA.

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- [O'Dowd Asset Management](https://altss.com/profile/odowd-asset-management-llc)
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Last updated: 2026-07-06T01:24:18.301Z

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