Holder Wealth Management

EST. AUM
$283,971,000

CONTACTS

CLIENT ACCOUNTS
302

Firm Details

Metro area Chicago
CRD Number 170086
Website holderwealthmgt.com
Client types

Overview

Holder Wealth Management is an Illinois-based registered investment adviser providing wealth management and financial planning services to individuals and families. The firm offers retirement planning, investment management, estate planning coordination, and portfolio advisory services tailored to long-term financial objectives. Holder Wealth Management operates under a fiduciary advisory model and focuses on personalized financial strategies based on client goals and risk tolerance. The firm primarily serves retail investors and retirement-focused clients through customized portfolio construction and ongoing advisory support. Its services include investment consulting, retirement income planning, and financial risk management. The company operates independently as a fee-based advisory practice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Holder Wealth Management

Platform Details

Investment Preferences

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Address

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