Holden Wealth Management LLC

Overview

Holden Wealth Management LLC operates as a small, privately owned advisory corporation that delivers financial planning and portfolio management services. The firm favors a non-discretionary advisory model: the firm’s reporting shows its entire asset base is managed on a non-discretionary basis, which indicates advisers provide recommendations while trading authority remains with clients or their custodians. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. Investment activity centers on pooled public vehicles as the primary implementation tool, with explicit allocation to external hedge fund managers listed among alternative strategies. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Given the firm’s single-account concentration, capital deployment and manager selection appear focused and tailored to the needs of one principal client rather than a broad retail base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices