Holdfast Wealth Management, LLC

Holdfast Wealth Management, LLC (CRD# 168007) is a financial advisory firm headquartered in , . They manage $10,733,174 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $112,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Holdfast Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John M. Dapper
CRD#: 5138208
Austin, TX
93
Wealthminder
score

John Dapper (CRD# 5138208) is an Investment Advisor Representative working at Holdfast Wealth Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.

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