# Holton & Kosanke Wealth Management, LLC

> Holton & Kosanke Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated August 18, 2026.

- CRD: 288963
- Filed as: HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288963
- AdvisorCensus page: https://advisorcensus.com/firm/holton-and-kosanke-wealth-management-llc-288963

## Quick answers

**How is Holton & Kosanke Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holton & Kosanke Wealth Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Holton & Kosanke Wealth Management, LLC registered with the SEC or a state?**
Holton & Kosanke Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288963.

**Does Holton & Kosanke 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/288963

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MD, NV, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hkwealthmanagement.com
- Facebook @holtonandkosankewealthmanagement
- Instagram @hkwealthmanagement
- LinkedIn @hkwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holton & Kosanke Wealth Management, LLC (CRD 288963): Form ADV filing data as of October 2026.