H
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- BeaconRidge +more
- Established Date
- 02-24-2025
- Office Locations
- 1
Office Locations
4275 Executive Square Suite 200 LA Jolla CA
About Holland Strategic Wealth Advisors LLC
Holland Strategic Wealth Advisors LLC is a LA Jolla-based RIA. The firm has been operating for 1 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Business Succession, Charitable Giving, College Planning.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$143.7K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Matrix delta Signal
Client Personas
Pioneer value Matrix legacy Peak
CRM
Focus eagle
Custodian
Horizon Bridge Glacier Oak optima Legacy Harbor momentum
Investment Themes
Frontier Legacy Ember ember
Investment Vehicles
Momentum
Services
Horizon quantum Alpha Bridge Insight foundation Alpha atlas Capital signal Element Vital Radial Legacy Value Momentum foundation Unison
Technology
Glacier prime Delta Element
Owner & Executives
J
JAMES EARL HOLLAND
Chief Compliance Officer, Managing Member
- CRD
- #4906902
- Ownership
- 75% or more
(252) 557-2833
insight.signal@deltacapital.com
in linkedin.com/in/capital-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,586,119 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,586,119 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,586,119
Equity - Exchange:
66.6% Cash:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,610,708,293 | 66.6% |
| Cash | $2,813,778,633 | 33.4% |
| Total | $8,424,486,926 | 100.0% |