Updated:Jun 3, 2026

Holzberg Wealth Management

HOLZBERG WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser. The firm manages $60 million in assets. It has 2 employees and 2 investment advisers.

Holzberg Wealth Management

HOLZBERG WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser. The firm manages $60 million in assets. It has 2 employees and 2 investment advisers.

linkedin.com/company/holzberg-wealth-management

General information

Firm type

RIA

Location

Region

North America

What services does Holzberg Wealth Management offer?

As a registered investment advisor, Holzberg Wealth Management likely provides financial planning, portfolio management, and wealth advisory services to high-net-worth individuals and families. The firm's specific service menu is not publicly detailed.

Who owns or leads Holzberg Wealth Management?

The firm's ownership and leadership are not disclosed in public records. No named principals or investment committee members appear in available sources.

Is Holzberg Wealth Management structured as a single family office?

The firm is registered as an RIA and there is no public evidence it functions as a single-family office. Its structure and naming suggest a multi-client advisory model.

What is the typical client profile for Holzberg Wealth Management?

The firm's name and registered advisor status indicate it serves high-net-worth individuals, families, and possibly institutions. Exact client criteria are not publicly known.

Does Holzberg Wealth Management invest directly in private companies?

Public sources do not confirm any direct investment activity. The firm may provide advice on alternative assets but no specific deals or portfolio companies are on record.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.