HOLMAN WEALTH MANAGEMENT

HOLMAN WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 296591). Regulatory assets under management: $6.7M.

Registration

• CRD: 296591
• Type: Registered investment adviser
• Phone: 214-213-3696
• Latest filing: 2026-03-30
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.7M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search