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HOLT WEALTH MANAGEMENT LLC
CRD 318304
613 DEAHL ST, BORGER, TX, 79007, United States
Phone
806-391-9331
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$6.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $5.1M |
| High net worth individuals | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD