Falists
← Back to search

HOLLAND STRATEGIC WEALTH ADVISORS LLC

CRD 334665

Visit website

4275 EXECUTIVE SQUARE, SUITE 200, LA JOLLA, CA, 92037, United States

Phone

760-305-9050

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.6M

Discretionary AUM

$2.6M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals18$2.6M

All web addresses on file

Official SEC filing: View on IAPD