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HOLON WEALTH MANAGEMENT

HOLON WEALTH MANAGEMENT, INC

CRD 336780 · SEC 801-133871

Corporate platformCorporation

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

CA, United States

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

States served

CA, OR

Official SEC filing: View on IAPD