RIA Intel›Advisers›Arizona›HOLYOAK WEALTH MANAGEMENT, LLC

HOLYOAK WEALTH MANAGEMENT, LLC

Advisory

AZ

Data as of Dec 17, 2024 · Source: SEC Form ADV

Average account

$326K

across 35 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 17, 2024.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

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

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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

35 clients

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

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Advisers of similar size in AZ

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

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STERLING INVESTMENT ADVISOR, INC.

$12M

GUIDESOURCE CAPITAL MANAGEMENT, LLC

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