Holloway Wealth Management, LLC

Holloway Wealth Management, LLC (CRD# 138146) is a financial advisory firm headquartered in Gainesville, FL. They manage $146,182,568 in 605 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $241,624
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, GA, NH, TX

Financial Advisors at Holloway Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Caroline J. Holloway
CRD#: 2416530
5225 Sw 91st Terrace, Gainesville, FL 32608
96
Wealthminder
score

Caroline Holloway (CRD# 2416530) is an Investment Advisor Representative working at Holloway Wealth Management, LLC in Gainesville, FL and has over 23 years of experience in the finance industry. Caroline Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Samuel N. Holloway
CRD#: 2314432
5225 Sw 91st Terrace, Gainesville, FL 32608
93
Wealthminder
score

Samuel Holloway (CRD# 2314432) is an Investment Advisor Representative working at Holloway Wealth Management, LLC in Gainesville, FL and has over 21 years of experience in the finance industry.

3
Jonathon E. Visscher
CRD#: 2074286
5225 Sw 91st Terrace, Gainesville, FL 32608
93
Wealthminder
score

Jonathon Visscher (CRD# 2074286) is an Investment Advisor Representative working at Holloway Wealth Management, LLC in Gainesville, FL and has over 18 years of experience in the finance industry.

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