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WESTHOLLOW WEALTH MANAGEMENT
CRD 332854
13680 SR-9, STE G600, MILTON, GA, 30004, United States
Phone
(770) 585-0260
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.5M
Discretionary AUM
$23.5M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.7M |
| High net worth individuals | 8 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD