Dakota
Dakota
Book a Demo
Talk to an Expert

Holon Wealth Management

EST. AUM
$123,960,483

CONTACTS
1

CLIENT ACCOUNTS
187

Firm Details

Metro area Portland, OR
CRD Number 336780
Website holonwealth.com
Client types

Overview

Holon Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Its public filings describe the firm as offering advisory accounts and services and note that advisory services and fees can differ from those of a broker-dealer.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy