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Holzberg Wealth Management, Inc. CRD 166712
$59.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Corte Madera, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holzberg Wealth Management | Corte Madera | CA | 04/2013 | Present |
1-HARRIS HOLZBERG TYPE OF BUSINESS SECURITIES EXPERT WITNESS; SOLE PROP.;TITLE-CONSULTANT;DUTIES-LITIGATION SUPPORT 24 HAWTHORNE LANE, CORTE MADERA, CA 94925 PERCENTAGE OF TIME SPEND IN ACTIVITIES INVOLVING THE OUTSIDE BUSINESS ACTIVITY IS 5%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-12 |
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