Holzberg Wealth Management, Inc.

Holzberg Wealth Management, Inc. (CRD# 166712) is a financial advisory firm headquartered in , . They manage $46,020,859 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.hwmfa.org
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $313,067
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Holzberg Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Harris Holzberg, financial advisor Corte Madera CA
Harris S. Holzberg
CRD#: 1011208
Corte Madera, CA

Harris Holzberg (CRD# 1011208) is an Investment Advisor Representative working at Holzberg Wealth Management, Inc. in Corte Madera, CA and has over 25 years of experience in the finance industry.

2
Marcus Holzberg, financial advisor Corte Madera CA
Marcus A. Holzberg
CRD#: 7361515
Corte Madera, CA

Marcus Holzberg (CRD# 7361515) is an Investment Advisor Representative working at Holzberg Wealth Management, Inc. in Corte Madera, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals