Holon Wealth Management, Inc
● SEC registered since 2025CRD 336780SEC# 801-133871
Reg. AUM
$124M
Employees
1
Accounts
187
Location
—
Holon Wealth Management, Inc assets under management
Holon Wealth Management, Inc is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $124 million in regulatory assets under management and employs 1 people.
Holon Wealth Management, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Lorraine Woodman Control | President & Cco | Over 75% | 2025 |
Frequently asked questions
How much does Holon Wealth Management, Inc manage?
Holon Wealth Management, Inc reports $124 million in regulatory assets under management on its Form ADV.
How many employees does Holon Wealth Management, Inc have?
Holon Wealth Management, Inc reports 1 employees.
Does Holon Wealth Management, Inc disclose fund performance?
Holon Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 510.325.1701 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,340 advisers
EmployeesTop 94%
More than 6% of 16,820 advisers
Assets under management
$124Mregulatory AUM
Discretionary $123.2MNon-discretionary $782K