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HOLZBERG WEALTH MANAGEMENT, INC.

CRD 166712

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$59.8M

Discretionary AUM

$59.5M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals31$11.9M
High net worth individuals30$47.9M

All web addresses on file

Official SEC filing: View on IAPD