Holder Wealth Management, Inc.
- Regulatory AUM
- $284M
- Discretionary
- $284M
- Clients
- 302
- Avg AUM / client
- $940K
- Accounts
- 302
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $65.8M | 23.2% |
| High net worth individuals | 77 | $216M | 76.2% |
| Pension and profit sharing plans | 3 | $1.2M | 0.43% |
| Corporations and other businesses | 4 | $449K | 0.16% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Eugene Holder | Chief Executive Officer/Cco | CFP Personal Financial Specialist | Sep 2014 (12y) | Less than 5% |
| Charles Bartholow Holder | President | Sep 2014 (12y) | Less than 5% | |
| Holder, Virginia, Bartholow | Shareholder | Jan 2015 (12y) | 75% or more | |
| Ryan Rumel Bradley | Registered representative | Sep 2014 (12y) | ||
| Geovanny A. Vega Zamora | Registered representative | Jun 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $245M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗