HOLLOWAY WEALTH MANAGEMENT, LLC
CRD #138146 SEC #801-65430 GAINESVILLE, FL 352-337-8177
SEC Registered
Total AUM
$375.5M
Discretionary
$375.5M
Employees
6
Clients
251
Accounts
813
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $375.5M | $375.5M | $0 | 6 | 0 |
| Mar 2021 | $317.5M | $317.5M | $0 | 5 | 0 |
| Nov 2020 | $241.4M | $241.4M | $0 | 3 | 0 |
| Jun 2020 | $241.4M | $241.4M | $0 | 3 | 0 |
| Mar 2020 | $241.4M | $241.4M | $0 | 3 | 0 |
| Nov 2019 | $213.2M | $213.2M | $0 | 5 | 0 |
| Feb 2019 | $213.2M | $213.2M | $0 | 5 | 0 |
| Feb 2019 | $213.2M | $213.2M | $0 | 5 | 0 |
| Feb 2019 | $213.2M | $213.2M | $0 | 5 | 0 |
| Feb 2018 | $205.7M | $205.7M | $0 | 5 | 0 |
| Mar 2017 | $168.5M | $168.5M | $0 | 5 | 265 |
| Jun 2016 | $146.2M | $133.6M | $12.5M | 6 | 270 |
| Jan 2016 | $146.2M | $133.6M | $12.5M | 6 | 270 |
| Mar 2015 | $174.5M | $120.2M | $54.2M | 5 | 200 |
| Jul 2014 | $157.8M | $127.6M | $30.2M | 5 | 200 |
| Mar 2014 | $157.8M | $127.6M | $30.2M | 5 | 200 |
| Mar 2013 | $136M | $114M | $22M | 5 | 200 |
| Mar 2012 | $122.5M | $93.7M | $28.7M | 1 | 133 |
| Mar 2011 | $110M | $91.6M | $18.4M | 5 | -- |
| Jan 2010 | $87M | $0 | $87M | 5 | -- |
| Feb 2007 | $68M | $0 | $68M | 5 | -- |
| Mar 2006 | $39.3M | $0 | $39.3M | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2022
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients265
DateJun 2016
Total AUM$146.2M
Discretionary$133.6M
Non-Disc.$12.5M
Employees6
Clients270
DateJan 2016
Total AUM$146.2M
Discretionary$133.6M
Non-Disc.$12.5M
Employees6
Clients270
DateMar 2015
Total AUM$174.5M
Discretionary$120.2M
Non-Disc.$54.2M
Employees5
Clients200
DateJul 2014
Total AUM$157.8M
Discretionary$127.6M
Non-Disc.$30.2M
Employees5
Clients200
DateMar 2014
Total AUM$157.8M
Discretionary$127.6M
Non-Disc.$30.2M
Employees5
Clients200
DateMar 2013
Total AUM$136M
Discretionary$114M
Non-Disc.$22M
Employees5
Clients200
DateMar 2012
Total AUM$122.5M
Discretionary$93.7M
Non-Disc.$28.7M
Employees1
Clients133
DateMar 2011
Total AUM$110M
Discretionary$91.6M
Non-Disc.$18.4M
Employees5
Clients--
DateJan 2010
Total AUM$87M
Discretionary$0
Non-Disc.$87M
Employees5
Clients--
DateFeb 2007
Total AUM$68M
Discretionary$0
Non-Disc.$68M
Employees5
Clients--
DateMar 2006
Total AUM$39.3M
Discretionary$0
Non-Disc.$39.3M
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--