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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 2 advisory representatives and 61 clients, or 30.5 clients per representative. That equates to $979.6K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Holzberg Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HARRIS S HOLZBERG
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
SMA allocation detail is available
Holzberg Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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