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HOLZBERG WEALTH MANAGEMENT, INC.

Advisory

CA

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in CA
#3,273
of 5,480 advisers by AUM
Average account
$360K
across 166 accounts
AUM per adviser
$30M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$60M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$211K
Discretionary %99.6%
Total Clients61
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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