Holzberg Wealth Management, Inc.

Overview

Holzberg Wealth Management, Inc. is an 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 charges a combination of percentage-of-AUM fees plus hourly and fixed fees, and it operates under an owner-managed, individual ownership structure. According to recent filings the firm is not an active ESG investor, does not act as a capital allocator, and focuses on straightforward wealth management rather than institutional pension consulting or multi-state advisory complexity. Investment activity shows a clear equity bias: exchange-traded equities are the dominant asset class, supported by allocations to mutual funds and annuities for client-specific needs. The firm uses third-party managers for alternative exposure, specifically real estate investments, rather than building a proprietary alternatives platform. Client engagement centers on discretionary portfolio management but includes a modest amount of non-discretionary advisory assets.

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Public Holdings

Investments & Alternatives

Location & Offices