# Holzberg Wealth Management

Holzberg Wealth Management is a RIA based in Corte Madera.

## Overview

- **Organization type:** RIA
- **Headquarters:** Corte Madera
- **Region:** North America
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** hwmfa.org
- **LinkedIn:** https://www.linkedin.com/company/holzberg-wealth-management

## Regulatory record

- **CRD number:** 166712
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166712

## About

Holzberg Wealth Management is a Corte Madera, California-based fee-only fiduciary financial advisory firm providing tax-efficient financial planning and investment management for high-net-worth individuals and families. It is a family-owned and operated firm serving Marin County, the San Francisco Bay Area, and clients nationwide. The firm acts as a fiduciary and is fee-only, receiving no commissions.

## Sectors

- High-net-worth individuals and families

## People

- Harris Holzberg — ChFC, CLU, founder
- Harris Holzberg — ChFC, CLU
- Marcus Holzberg — CFP
- Marcus Holzberg — CFP

## Questions

### 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.

### 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.

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- [Clearline Capital LP](https://altss.com/profile/clearline-capital-lp)
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Last updated: 2026-08-11T15:06:57.816Z

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