H
CRD: 307642
Holleyjo Wealth Advisors
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2020
- Office Locations
- 1
Office Locations
-- Edina MN
About Holleyjo Wealth Advisors
Holleyjo Wealth Advisors is a Edina-based RIA. The firm has been operating for 6 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$462.7K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
See the complete signal summary connected to vertex value.
Unlock to compare peer behavior around wave wave.
Unlock to compare peer behavior around wave radial.
Unlock to see real insight on vital meridian ridge.
Unlock to see real insight on legacy foundation radial.
Upgrade to reveal position-level detail across foundation insight.
See the complete signal summary connected to vital.
Unlock to see real insight on meridian insight.
Asset Classes
Foundation focus Wave
Client Personas
Horizon
Investment Themes
Meridian Oak unison Ember
Investment Vehicles
Wave matrix
Services
Atlas Unison vital Focus Timber pathway Delta momentum
Owner & Executives
A
ANTHONY JAMES POEHLING
Chief Compliance Officer, Director, Managing Member
- CRD
- #4802622
- Ownership
- 75% or more
(636) 755-3333
atlas.ember@legacycapital.com
in linkedin.com/in/optima-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,403,007 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,403,007 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,403,007
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,072,617,552 | 100.0% |
| Total | $1,072,617,552 | 100.0% |