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Holon Wealth Management, Inc

● SEC registered since 2025CRD 336780SEC# 801-133871Eugene, OR
Export (members)
Reg. AUM
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Employees
1
Accounts
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Location
Eugene, OR

Holon Wealth Management, Inc assets under management

Holon Wealth Management, Inc is an SEC-registered investment adviser based in Eugene, OR. The firm has been registered since 2025. It employs 1 people.
View on SEC.gov ↗

Holon Wealth Management, Inc owners & executives

1 reported
NameTitleOwnershipSince
Catherine Lorraine Woodman ControlPresident & CcoOver 75%2025

Frequently asked questions

How many employees does Holon Wealth Management, Inc have?

Holon Wealth Management, Inc reports 1 employees.

Where is Holon Wealth Management, Inc located?

Holon Wealth Management, Inc is based in Eugene, OR and has been SEC-registered since 2025.

Does Holon Wealth Management, Inc disclose fund performance?

Holon Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4395 Blanton Heights Rd, Eugene, OR 97405
Phone510.325.1701
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo