HOLDER WEALTH MANAGEMENT

Overview

Holder Wealth Management is an independent, corporation-structured RIA that registered with the SEC in 2018 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Compensation is primarily a percentage-of-AUM model, with the firm also offering hourly billing for some work. Holder Wealth Management does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. The firm maintains industry relationships with accounting and law firms.

Assets & Accounts

Public Holdings

Investments & Alternatives