RIA Intel›Advisers›Texas›HOLDFAST WEALTH MANAGEMENT, LLC

HOLDFAST WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in TX

#1,514

of 2,813 advisers by AUM

Average account

$160K

across 515 accounts

AUM per adviser

$82M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$82M

Discretionary AUM$82M

Non-Discretionary AUM$487K

Discretionary %99.4%

Total Clients166

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

166 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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