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

HOLMAN WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#2,438
of 2,813 advisers by AUM
Average account
$258K
across 26 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
15
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

CLARIFIED WEALTH MANAGEMENT, LLC
AUSTIN, TX
$7M
HOUSTON WEALTH MANAGEMENT LLC
HOUSTON, TX
$7M
TEXANS WEALTH ADVISORS, LLC
FRISCO, TX
$7M
CONCAP LLC
$7M
NEDRA LOW
$7M
CELTIC CAPITAL CORPORATION
$7M

Get the full picture on HOLMAN WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HOLMAN WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans