HOLDEN WEALTH MANAGEMENT LLC

HOLDEN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 161190). Regulatory assets under management: $21.5M.

Registration

• CRD: 161190
• Type: Registered investment adviser
• Phone: 310-531-3237
• Latest filing: 2026-03-26
• Regulatory AUM: $21.5M
• Non-discretionary AUM: $21.5M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161190 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search