CRD: 152243
Kollar Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Quantum capitalCrest oak
- Established Date
- 11-01-2009
- Office Locations
- 1
Office Locations
About Kollar Wealth Advisors, LLC
Kollar Wealth Advisors, LLC helps primarily retirees navigate retirement income planning, inflation, taxes, and rising healthcare costs through tailored financial planning and portfolio management. The firm emphasizes long-term, risk-aware asset allocation using vehicles such as ETFs and mutual funds, and can incorporate insurance and legacy/estate planning as needed. Custody includes Charles Schwab and Vanguard.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
MARK AUGUSTINE KOLLAR
Chief Compliance Officer, Wealth Advisor
- CRD
- #2183640
- Ownership
- 75% or more
ELAINE KOLLAR
Senior Advisor
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,430,926 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,430,926 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,430,926
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,210,586,063 | 30.1% |
| Equity - Exchange | $1,608,752,243 | 40.0% |
| Cash | $1,202,542,302 | 29.9% |
| Total | $4,021,880,608 | 100.0% |