Holleyjo Wealth Advisors

Overview

Holleyjo Wealth Advisors is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm favors equity-oriented portfolios, putting a large portion of assets into exchange-traded equities and using both percentage-of-AUM and fee-for-service billing (hourly and fixed fees) depending on client needs. Advisory activity centers on customized planning and discretionary management rather than institutional or pension consulting, and the firm does not position itself as an ESG investor. The adviser appears to run concentrated, liquid equity sleeves as the core of client portfolios, supplemented by third-party alternative real estate allocations and mutual fund exposures where appropriate. Custody and trading arrangements emphasize cost-efficient, execution-focused platforms that support active equity trading and ETF use.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices