The Holland Group, Retirement Wealth Advisors, LLC
The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered mass-market adviser in Clearwater, FL with $286.1M assets under management (AUM, regulatory AUM), +33% over one year. See who owns The Holland Group, Retirement Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326421, SEC 801-128805, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $286.1M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Clearwater, FL
- Employees
- 10
- Clients
- 755
- CRD
- 326421
- Ownership
- HOLLAND, STEVEN, LLOYD; HOLLAND, ELIZABETH, ASHTREET
How much AUM does The Holland Group, Retirement Wealth Advisors, LLC have?
The Holland Group, Retirement Wealth Advisors, LLC reported $286.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns The Holland Group, Retirement Wealth Advisors, LLC?
Disclosed owners and executives of The Holland Group, Retirement Wealth Advisors, LLC include HOLLAND, STEVEN, LLOYD, HOLLAND, ELIZABETH, ASHTREET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.