Westhollow Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,545,185
Clients
27
30% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$872,044
About
Westhollow Wealth Management provides wealth management and investment advisory services to individuals, high‑net‑worth individuals, trusts, estates and businesses. The firm combines ongoing financial planning with discretionary portfolio management and also offers standalone annual financial planning engagements.
The firm constructs customized, primarily long‑term portfolios using low‑cost ETFs, individual stocks and mutual funds, applying both fundamental and technical analysis and monitoring positions for rebalancing or to meet client cash needs. Its investment process includes internal due diligence and may incorporate legacy holdings, cash hedges, ETFs with digital‑asset exposure and ETFs that use options strategies when appropriate.
Distinctive features include a recently formed, single‑advisor practice managing over $23 million for roughly two dozen clients, resulting in a relatively high assets‑per‑client profile compared with many peers. Westhollow maintains an institutional relationship with its recommended custodian that provides software and support to the firm and discloses personal trading by supervised persons under its Code of Ethics and supervisory procedures.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Options & derivatives strategies
Fee options
$0 - $499,999: 1.70% $500,000 - $999,999: 1.65% $1,000,000 - $1,999,999: 1.60% $2,000,000 - $4,999,999: 1.50% $5,000,000+: 1.40%
Fee-only: Financial planning fees range from $5,000 to $10,000 annually, may be negotiable.
Main office location
Westhollow Wealth Management
13680 Sr 9, Ste G600
Milton GA 30004, United States
Number of offices
1
Most active in
Westhollow Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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