# Holon Wealth Management

> Holon Wealth Management is an SEC-registered investment advisory firm in Beaverton, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 336780
- Filed as: HOLON WEALTH MANAGEMENT
- Legal name: Holon Wealth Management, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336780
- AdvisorCensus page: https://advisorcensus.com/firm/holon-wealth-management-beaverton-or-336780

## Quick answers

**How is Holon Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Holon Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Holon Wealth Management charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Hourly rate: $250 an hour (Financial Planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Holon Wealth Management located?**
Holon Wealth Management's principal office is in Beaverton, OR, according to its Form ADV.

**Is Holon Wealth Management registered with the SEC or a state?**
Holon Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336780.

**How much does Holon Wealth Management manage?**
Holon Wealth Management reports $123,960,483 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (99% discretionary).

**What types of clients does Holon Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (21).

**Which custodians does Holon Wealth Management use?**
Holon Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Holon Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336780

**What changed in Holon Wealth Management's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Hourly rate: $250 an hour (Financial Planning engagements)

> Hourly Financial Planning engagements are offered at an hourly rate of $250 per hour, depending on complexity.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,960,483
- Discretionary: $123,178,366
- Non-discretionary: $782,117

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $28,669,153 |
| High net worth individuals | 21 | $93,271,826 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,818,428 |
| Other investment advisers | Fewer than 5 | $201,076 |

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

### 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, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holon Wealth Management (CRD 336780): Form ADV filing data as of October 2026.