Holleyjo Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HolleyJo Wealth Advisors serves a small, diversified client base that includes individuals, high‑net‑worth clients, trusts, pension plans, nonprofits and business entities, overseeing roughly $6.7 million across a limited number of accounts. The firm offers discretionary investment management along with written financial planning, hourly planning engagements, and an ongoing financial consulting service that includes periodic plan updates and client access between meetings.
The firm’s investment process combines fundamental, quantitative and qualitative analysis across equities, fixed income, mutual funds and ETFs, with portfolios rebalanced regularly and cash‑reserve guidance targeting roughly 6–18 months of liquidity. When appropriate, HolleyJo uses options and other derivatives—including covered calls and spread strategies—as well as international equities and ETFs to pursue hedging, yield enhancement, or absolute‑return objectives.
What distinguishes the firm from many peers is the use of derivatives and structured options strategies within a small advisory practice and custodying client assets at an institutional execution platform that provides technology and research support to the adviser. The firm’s managing member also serves as chief compliance officer and conducts regular account reviews (at least weekly) and formal client meetings at least quarterly, and the brochure discloses an outside education mentoring activity for which compensation is received by the individual rather than the firm.
Client services
Expertise
Fee options
$1,500 annual fixed fee for ongoing financial consulting services
$0 - $1,000,000: 0.9% $1,000,000.01 - $5,000,000: 0.6% $5,000,000.01+: 0.3%
$150 per hour for financial planning and consulting services
Account minimum: $100,000
Main office
5201 Eden Avenue, Suite 300
Edina MN 55436
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Holleyjo Financial LLC · Holleyjo Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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