HOLZBERG WEALTH MANAGEMENT, INC.

HOLZBERG WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 166712). Regulatory assets under management: $59.8M.

Registration

• CRD: 166712
• Type: Registered investment adviser
• Phone: 415-891-4046
• Latest filing: 2026-02-20
• Regulatory AUM: $59.8M
• Discretionary AUM: $59.5M
• Non-discretionary AUM: $211K
• Clients: 2
• Accounts: 166

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 166712 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search