Holden Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 161190
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Holden Wealth Management LLC is a privately owned corporate adviser that serves institutional clients while offering financial planning and portfolio management for individuals and small businesses. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — rather than a single fee model. According to public filings, Holden is not positioned as an ESG-focused investor, does not identify as a multi-state or newly formed adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1James Liu
President, CCOCRD 1679442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations