The Holland Group, Retirement Wealth Advisors, LLC
● SEC registered since 2023CRD 326421SEC# 801-128805Clearwater, FL
Reg. AUM
$286.1M
Employees
10
Accounts
1,811
Location
Clearwater, FL
The Holland Group, Retirement Wealth Advisors, LLC assets under management
The Holland Group, Retirement Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Clearwater, FL. The firm has been registered since 2023. It reports $286.1 million in regulatory assets under management and employs 10 people.
The Holland Group, Retirement Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ashtreet Holland Control | Co-Founder | 50-75% | 2003 |
| Steven Lloyd Holland Control | Ceo And Cco | 50-75% | 2003 |
Frequently asked questions
How much does The Holland Group, Retirement Wealth Advisors, LLC manage?
The Holland Group, Retirement Wealth Advisors, LLC reports $286.1 million in regulatory assets under management on its Form ADV.
How many employees does The Holland Group, Retirement Wealth Advisors, LLC have?
The Holland Group, Retirement Wealth Advisors, LLC reports 10 employees.
Where is The Holland Group, Retirement Wealth Advisors, LLC located?
The Holland Group, Retirement Wealth Advisors, LLC is based in Clearwater, FL and has been SEC-registered since 2023.
Does The Holland Group, Retirement Wealth Advisors, LLC disclose fund performance?
The Holland Group, Retirement Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2637 MC Cormick Drive, Suite 101, Clearwater, FL 33759 |
| Phone | 727-734-3334 |
| Fax | 727-724-4170 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$286.1M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$286.1Mregulatory AUM
Discretionary $286.1M