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Holyoak Wealth Management
HOLYOAK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1...
Holyoak Wealth Management
HOLYOAK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Salt Lake City, UT, United States
Frequently asked questions
What is the source of the Holyoak family's wealth?
The family's wealth originated from the Intermountain West construction and real estate development activities of Garth Holyoak. The core operating business, Holyoak Construction, has been a significant player in heavy-civil, commercial, and industrial contracting across Utah, Idaho, and Arizona for decades. This remains the foundation of the family office's portfolio today.
How does Holyoak Wealth Management invest its capital?
The office maintains a concentrated portfolio focused on three areas: operating company equity (including majority control of legacy construction and related businesses), direct real estate equity in commercial properties across the Intermountain West, and private credit investments. The firm does not appear to operate as a broad-based fund-of-funds or diversified institutional allocator.
Does Holyoak Wealth Management invest alongside external partners?
Given the office's deep roots in regional commercial real estate and construction, co-investments with local developers, project operators, and regional financial institutions are common. These arrangements are typically relationship-driven and project-specific rather than structured through formal blind-pool funds or club-commitment vehicles.
Who makes investment decisions at the firm?
Investment decisions are made by senior family principals with direct operational experience in the portfolio's core sectors. The office does not maintain a publicly disclosed external investment committee or non-family CIO structure, reflecting its tight integration with the operating businesses that generate the family's wealth.
Is Holyoak Wealth Management active in philanthropic giving?
Family offices tied to large regional construction and development enterprises frequently maintain significant charitable activity, often focused on community infrastructure, education, and local institutions in their operating regions. Specific philanthropic structures or foundations associated with the Holyoak family have not been publicly detailed.
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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