# Holyoak Wealth Management

Holyoak Wealth Management is a RIA based in Salt Lake City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Assets under management:** Undisclosed
- **Website:** holyoakwealth.com

## Regulatory record

- **CRD number:** 170868
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170868

## About

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.

## 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.

## Related profiles

- [UPSLOPE VENTURE FUND I](https://altss.com/profile/upslope-venture-fund-i-llc)
- [DODGE WEALTH MANAGEMENT](https://altss.com/profile/dodge-wealth-management)

---

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

Canonical page: https://altss.com/profile/holyoak-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology