Holleyjo Wealth Advisors

Overview

Holleyjo Wealth Advisors is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes a mix of percentage-of-AUM charging alongside hourly and fixed-fee arrangements, allowing flexibility for different client needs and engagement types. Holleyjo does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices