Westhollow Wealth Management

RIASEC Registered
Total AUM
$35.6M
Discretionary
$35.6M
100% of AUM
Avg account
$890K
Accounts
40
Employees
2
Advisory reps
2

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

FINTRX

Overview

Westhollow Wealth Management is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services (including for small-business owners) and bills clients through a mix of AUM-based fees and fixed fees. Westhollow identifies as an active ESG investor, indicating environmental, social, or governance factors are incorporated into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Other 22%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 1%70%
  • Exchange Traded Equities70%
  • Other22%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds1%

Owners & executives

1 of 1

  • Andrew Straton

    Chief Administrative OfficerCRD 7238450

Contacts

1 of 1
  • J Cameron Zabko

    J Cameron Zabko

    FounderCRD 7125626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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 Sr 9
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth