Westhollow Wealth Management

Westhollow Wealth Management advises individuals, high‑net‑worth clients, trusts, estates and business entities, providing integrated wealth management that combines ongoing financial planning with portfolio management as well as discretionary asset management. Founded in 2024, the firm reports roughly $35.6 million in discretionary assets under management across about 40 client relationships.

Investment programs are tailored to each client’s documented goals, time horizon and risk tolerance, with the firm typically accepting discretionary authority to implement strategies that draw on fundamental and technical analysis and emphasize long‑term holdings, periodic rebalancing and tax‑aware monitoring. Accounts are reviewed at least quarterly by the firm’s chief compliance officer, and the firm generally recommends a particular custodian and execution platform as part of its brokerage selection process.

The firm is small and owner‑controlled: the principal is the 100% owner, serves as the firm’s chief compliance officer and supervises trading and compliance reviews, and holds CFP certification, concentrating primary responsibility for advice and oversight in the principal. Westhollow discloses modest outside business activities (the principal’s authorship) and that an investment adviser representative is licensed to sell insurance; both are acknowledged as potential conflicts and are managed through disclosure and firm policies, and the firm does not routinely vote client proxies, leaving voting to clients unless assistance is requested.