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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-20-2024
- Office Locations
- 1
Office Locations
About Westhollow Wealth Management
Westhollow Wealth Management is a fee-only, fiduciary RIA providing comprehensive planning and investment management for families and retirees. Services include retirement planning, ongoing tax strategy (loss harvesting, Roth conversion and charitable/QCD planning), estate and insurance reviews. Portfolios use a cash-flow “bucketing” approach and are primarily ETF-based, implemented via Altruist; supports clients virtually nationwide and offers dedicated widow resources.
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Owner & Executives
J Cameron Zabko
Chief Compliance Officer, PRINCIPAL
- CRD
- #7125626
- Ownership
- 75% or more
Andrew Straton
Chief Administrative Officer
- CRD
- #7238450
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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