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Holyoak Wealth Management
HOLYOAK WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
HOLYOAK WEALTH MANAGEMENT, LLC is a state-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
RIA
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Salt Lake City, UT, United States
Frequently asked questions
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.
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