Holon Wealth Management

Overview

Holon Wealth Management is an independent, owner-operated registered investment adviser that provides financial planning and portfolio management to individual and family clients. The firm is SEC-registered and positions itself as a capital allocator, meaning it uses third‑party managers as part of its investment program rather than relying exclusively on in‑house strategies. Advice is delivered on a fee basis—primarily a percentage of assets under management—with hourly charges available for some services. Core advisory activities listed in filings include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Filings also identify the firm as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives