HOLON WEALTH MANAGEMENT, INC

HOLON WEALTH MANAGEMENT, INC is an SEC-registered investment adviser (CRD 336780).

Registration

• CRD: 336780
• SEC file number: 801-133871
• Type: Registered investment adviser
• Phone: 510.325.1701
• Latest filing: 2026-07-29
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search