HOLDFAST WEALTH MANAGEMENT, LLC

CRD 168007

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$82.3M

Discretionary AUM

$81.8M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	136	$31.5M
High net worth individuals	28	$49.7M
Charitable organizations	2	$1.2M

All web addresses on file

Official SEC filing: View on IAPD