# Holland Strategic Wealth Advisors LLC

> Holland Strategic Wealth Advisors LLC is a state-registered investment advisory firm in La Jolla, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 334665
- Filed as: HOLLAND STRATEGIC WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334665
- AdvisorCensus page: https://advisorcensus.com/firm/holland-strategic-wealth-advisors-llc-la-jolla-ca-334665

## Quick answers

**How is Holland Strategic Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holland Strategic Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Holland Strategic Wealth Advisors LLC located?**
Holland Strategic Wealth Advisors LLC's principal office is in La Jolla, CA, according to its Form ADV.

**Is Holland Strategic Wealth Advisors LLC registered with the SEC or a state?**
Holland Strategic Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334665.

**How much does Holland Strategic Wealth Advisors LLC manage?**
Holland Strategic Wealth Advisors LLC reports $2,586,119 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Holland Strategic Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Holland Strategic Wealth Advisors 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/334665

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,586,119
- Discretionary: $2,586,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,586,119 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- 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.

### Websites listed on Form ADV (Item 1.I)
- hswa.money
- Facebook @hswa.money
- Instagram @hswa.money
- LinkedIn @hswa-money

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holland Strategic Wealth Advisors LLC (CRD 334665): Form ADV filing data as of October 2026.