# THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC of CLEARWATER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 326421
- Type: SEC-registered investment adviser
- SEC file number: 801-128805
- Location: 2637 MC CORMICK DRIVE, SUITE 101, CLEARWATER, FL, 33759
- Phone: 727-734-3334
- Latest filing: 2026-03-18
- Regulatory AUM: $286.1M
- Discretionary AUM: $286.1M
- Clients: 10
- Accounts: 1,811

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Steven Lloyd Holland | CEO AND CCO | — |
| Elizabeth Ashtreet Holland | CO-FOUNDER | — |
| HOLLAND STEVEN LLOYD | CEO AND CCO | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326421/similar
- Related entities: https://search.stillhousedata.com/firm/326421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326421

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.