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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2013
- Office Locations
- 1
Office Locations
About Holzberg Wealth Management, Inc.
Holzberg Wealth Management is a family-owned, fee-only fiduciary financial planning and investment management firm based in Marin County, CA, serving individuals and families across the Bay Area and virtually nationwide. Services include comprehensive planning plus customized portfolio design, retirement, tax projections, estate/legacy, and insurance/risk management. Portfolios are primarily implemented with ETFs and U.S. government/agency bonds; custody includes Charles Schwab. The team also supports young professionals with student loan and employer stock option analysis.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HARRIS S HOLZBERG
Financial Advisor, Owner
- CRD
- #1011208
- Ownership
- 50% but less than 75%
MARCUS ANDREW HOLZBERG
Chief Operations Officer, Owner, Wealth Advisor
- CRD
- #7361515
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,544,343 | -- |
| Non-Discretionary | $211,474 | -- |
| Total | $59,755,817 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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