Holzberg Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client services
Main office
Corte Madera CA
Advisors at this office
2
Most active in
California
Also doing business as
Holzberg Wealth Management · Holzberg Wealth Management, Inc. · Holzberg, Harris · Holzberg, Harris S
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
Quick links
Advisors at this firm
Marcus H
CFP®
Corte Madera, CA
Holzberg Wealth Management, Inc.
Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets. Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.
Harris H
ChFC®, Series 63, Series 65
Corte Madera, CA
Holzberg Wealth Management, Inc.
Harris Holzberg is a financial advisor at Holzberg Wealth Management, Inc. with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with Holzberg Wealth Management since 2013. In addition to his advisory role, Holzberg provides securities expert witness and litigation support services. Holzberg Wealth Management is a small firm based in Corte Madera, CA, serving clients with personalized wealth management strategies.
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