HOLT WEALTH MANAGEMENT LLC

HOLT WEALTH MANAGEMENT LLC of BORGER, TX is an SEC-registered investment adviser (CRD 318304). Regulatory assets under management: $6.2M.

Registration

• CRD: 318304
• Type: Registered investment adviser
• Location: 613 DEAHL ST, BORGER, TX, 79007
• Phone: 806-391-9331
• Latest filing: 2026-01-12
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, 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 318304 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search