Holt Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holt Wealth Management provides discretionary portfolio management, written financial planning, and tax preparation and filing services to individual clients, including high-net-worth individuals. The firm reports approximately $6.18 million in discretionary assets under management for about 26 clients and has operated since early 2022.
The adviser customizes recommendations based on interviews, risk-tolerance questionnaires, and client objectives, using a mix of charting, technical, and fundamental analysis and employing both long- and short-term purchase strategies. Portfolios may include equities, mutual funds, ETFs (including leveraged ETFs), publicly traded REITs, and money market funds, and accounts are typically managed with discretionary trading authority through an institutional custodian platform.
Notable features compared with many peers include the addition of tax preparation services offered under separate engagement terms (recently added as a material change) and the explicit use and disclosure of leveraged ETFs and their specific risks, which the brochure emphasizes more than is typical for a firm this size. The firm also uses an institutional custodial platform (Altruist) for execution and reporting and generally leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Financial planning: $300 - $3,000; Tax preparation: $100 - $300
$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%
Main office
613 Deahl St
Borger TX 79007
Advisors at this office
1
Most active in
Texas
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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