Holden Wealth Management, Inc.

Holden Wealth Management, Inc. (CRD# 161190) is a financial advisory firm headquartered in Torrance, CA. They manage $6,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Holden Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
James Liu
CRD#: 1679442
1223 West Carson St., Torrance, CA 90502

James Liu (CRD# 1679442) is an Investment Advisor Representative working at Holden Wealth Management, Inc. in Torrance, CA and has over 6 years of experience in the finance industry.

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