H
CRD: 170868
Holyoak Wealth Management, LLC
Paradise Valley, AZ
4802275458
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2014
- Office Locations
- 1
Office Locations
-- Paradise Valley AZ
About Holyoak Wealth Management, LLC
Holyoak Wealth Management, LLC is a Paradise Valley-based RIA. The firm has been operating for 12 years. Managing $11.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
$326.4K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Client Personas
North
Investment Themes
Crest meridian
Investment Vehicles
Atlas focus
Services
Element alpha Frontier Prime
Owner & Executives
J
JON-PAUL HOLYOAK
Manager, Owner
- CRD
- #3123115
- Ownership
- 75% or more
(592) 231-5317
radial.signal@fusioncapital.com
in linkedin.com/in/optima-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,425,151 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,425,151 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,425,151
Equity - Exchange:
49.2% Cash:
8.9% Corporate - Investment Grade:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,178,333,129 | 49.2% |
| Cash | $394,048,066 | 8.9% |
| Corporate - Investment Grade | $1,855,125,164 | 41.9% |
| Total | $4,427,506,359 | 100.0% |