HOLYOAK WEALTH MANAGEMENT, LLC

HOLYOAK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 170868). Regulatory assets under management: $11.4M.

Registration

• CRD: 170868
• Type: Registered investment adviser
• Phone: 480-227-5458
• Latest filing: 2024-12-17
• Regulatory AUM: $11.4M
• Discretionary AUM: $11.4M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: 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 170868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search