$82.3M Total AUM
$81.8M Disc. AUM
-- 3Y CAGR
1 Employees
166 ADV. Clients
12 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Catalyst unisonEmber pioneer +more
- Established Date
- 06-25-2013
- Office Locations
- 1
Office Locations
-- Austin TX
About Holdfast Wealth Management, LLC
Holdfast Wealth Management is a fee-only financial planning and investment management practice in Austin, TX. John Dapper builds holistic plans by reviewing insurance, household budgets, tax returns, and portfolios, with focus on retirement and long-term risk-based asset allocation. The firm publishes regular market and portfolio commentary and is led by an advisor with prior securities compliance and legal/estate-planning experience.
Team overview
54 AVG AGE
$82.3M AVG AUM / ADVISOR
$496.0K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Fusion unison Quantum signal Pathway
Client Personas
North horizon
Custodian
Element Signal Crest oak North
Investment Themes
Harbor zenith Capital Foundation eagle
Investment Vehicles
Glacier pioneer
Platform
Momentum signal
Services
Optima pioneer Signal Signal zenith Harbor Vital alpha Timber Zenith vital Harbor foundation Fusion
Technology
Alpha pioneer Insight signal Optima
Owner & Executives
JOHN MAURITS DAPPER
Chief Compliance Officer, PRINCIPAL
- CRD
- #5138208
- Ownership
- 75% or more
(987) 237-2214
capital.vector@meridiancapital.com
in linkedin.com/in/momentum-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,849,776 | -- |
| Non-Discretionary | $486,724 | -- |
| Total | $82,336,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,336,500
Public Funds:
39.2% Equity - Exchange:
17.3% Cash:
21.9% Municipal Bonds:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $968,420,182 | 39.2% |
| Equity - Exchange | $427,389,519 | 17.3% |
| Cash | $541,030,663 | 21.9% |
| Municipal Bonds | $533,619,283 | 21.6% |
| Total | $2,470,459,647 | 100.0% |