A complete list of active advisors currently associated with Holt Wealth Management LLC

Warmer can help you find a great advisor at Holt Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Holt Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.