HOLLEYJO WEALTH ADVISORS

HOLLEYJO WEALTH ADVISORS of EDINA, MN is an SEC-registered investment adviser (CRD 307642). Regulatory assets under management: $6.7M.

Registration

• CRD: 307642
• Type: Registered investment adviser
• Location: 5201 EDEN AVENUE, EDINA, MN, 55436
• Phone: (612) 284-2278
• Latest filing: 2026-07-08
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.7M
• Clients: 1
• Accounts: 43

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 307642 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search