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THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
CRD 326421 · SEC 801-128805
2637 MC CORMICK DRIVE, SUITE 101, CLEARWATER, FL, 33759, United States
Phone
727-734-3334
Fax
727-724-4170
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.1M
Discretionary AUM
$286.1M
Team
10 total employees; 3 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 706 | $200.9M |
| High net worth individuals | 38 | $81.5M |
| Pension/profit sharing plans | 11 | $3.7M |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD