THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

Overview

The Holland Group, Retirement Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and positions itself as a capital allocator that services both individual and family clients as well as institutional accounts. Its advisory model is fee-based on a percentage of assets under management and the firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Investment activity is centered on discretionary portfolio management with a clear preference for pooled public funds as the primary vehicle. The firm is not an active ESG investor, does not report multi-state adviser status, and is not identified as a pension consultant or related adviser. Industry relationships listed in filings include affiliations with an accountant and an insurance company. As a capital allocator that also selects other advisers, the firm appears to integrate third-party managers into client programs, though no named outside alternative managers are disclosed in the filing.

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Public Holdings

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Location & Offices