HOLT WEALTH MANAGEMENT LLC

Overview

Holt Wealth Management LLC is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management geared toward individuals and small businesses. The firm operates on a combination fee schedule — charging a percentage of assets under management and fixed fees — and manages all of its reported assets on a discretionary basis. Investment activity centers on using pooled public funds as the core building block for client portfolios while tapping third‑party managers for alternative exposure. The firm is not structured as a capital allocator; instead it relies on external managers to implement hedge fund, real estate and REIT strategies. Holt Wealth Management LLC does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices