HOLON WEALTH MANAGEMENT, INC
Doing business as HOLON WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$123,960,483
Discretionary
$123,178,366
Non-discretionary
$782,117
Firm details
- CRD number
- 336780
- SEC file number
- 801-133871
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.