$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2022
- Office Locations
- 1
Office Locations
613 Deahl ST Borger TX
About Holt Wealth Management LLC
Holt Wealth Management LLC is a fiduciary RIA in the Texas Panhandle founded by Jody L. Holt, AAMS®. The firm provides proactive wealth management, retirement planning, and 401(k) coaching for high net worth individuals and business owners. Its approach focuses on preparing for market volatility and tax-aware decisions, using mutual funds and ETFs; accounts are custodied on Altruist.
Team overview
38 AVG AGE
$6.2M AVG AUM / ADVISOR
$237.7K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
JODY LEE HOLT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6405025
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,180,747 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,180,747 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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