Westhollow Wealth Management
Firm details
- Headquarters
- Milton, Georgia
- CRD number
- 332854
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.21%
- Individuals20.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Westhollow Wealth Management operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. Westhollow reports no focus on ESG investing, does not act as a capital allocator, and is not positioned as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Other22%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1Andrew Straton
Chief Administrative OfficerCRD 7238450
Contacts
1 of 1
J Cameron Zabko
FounderCRD 7125626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milton, GA
Fulton
Location
Milton, GA
Headquartered in Milton, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 13680 Sr9
- Time zone
- ET (UTC-5)
- Office locations
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