HOLDFAST WEALTH MANAGEMENT, LLC

HOLDFAST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 168007). Regulatory assets under management: $82.3M.

Registration

• CRD: 168007
• Type: Registered investment adviser
• Phone: 512-693-8384
• Latest filing: 2026-02-27
• Regulatory AUM: $82.3M
• Discretionary AUM: $81.8M
• Non-discretionary AUM: $487K
• Clients: 1
• Accounts: 515

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search