# Holden Wealth Management LLC

> Holden Wealth Management LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 161190
- Filed as: HOLDEN WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161190
- AdvisorCensus page: https://advisorcensus.com/firm/holden-wealth-management-llc-161190

## Quick answers

**How is Holden Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holden Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Holden Wealth Management LLC registered with the SEC or a state?**
Holden Wealth Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 161190.

**How much does Holden Wealth Management LLC manage?**
Holden Wealth Management LLC reports $21,500,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Holden Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Holden Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161190

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,500,000
- Discretionary: $0
- Non-discretionary: $21,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $21,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holden Wealth Management LLC (CRD 161190): Form ADV filing data as of October 2026.