WESTHOLLOW WEALTH MANAGEMENT

WESTHOLLOW WEALTH MANAGEMENT of MILTON, GA is an SEC-registered investment adviser (CRD 332854). Regulatory assets under management: $35.6M.

Registration

• CRD: 332854
• Type: Registered investment adviser
• Location: 13680 SR-9, MILTON, GA, 30004
• Phone: (770) 585-0260
• Latest filing: 2026-06-29
• Regulatory AUM: $35.6M
• Discretionary AUM: $35.6M
• Clients: 2
• Accounts: 40

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 332854 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search