# HOLT WEALTH MANAGEMENT LLC

HOLT WEALTH MANAGEMENT LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 318304
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318304

## About

HOLT WEALTH MANAGEMENT LLC is a state-registered investment adviser in BORGER, TX. It manages approximately $6 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### Who are the principals at Holt Wealth Management?

No named principals, executives, or investment professionals have been publicly identified for Holt Wealth Management LLC. The firm does not maintain a public team roster or LinkedIn presence, making leadership attribution impossible from available sources.

### Does Holt Wealth Management co-invest with external partners?

There are no public records of Holt Wealth Management participating in co-investments, fund commitments, or joint ventures with external GPs or other family offices. The firm's investment activities are not visible in deal databases, regulatory filings, or media reports.

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Last updated: 2026-07-06T01:24:18.394Z

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