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THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
CRD 326421File 801-128805
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$286.1M
Below cohort median (national)
Discretionary AUM
$286.1M
Clients
755
1,811 accounts
Employees
10
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 24, 2023
- Principal office
- 2637 MC CORMICK DRIVE, SUITE 101, CLEARWATER, FL, 33759
- Phone
- 727-734-3334
- Website
- https://thehollandgrp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $286.1M
- Discretionary AUM
- $286.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,811
- Non-discretionary accounts
- 0
- Total accounts
- 1,811
- AUM per client
- $379K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $500 |
| High net worth individuals | 38 | $81.5M |
| Pension and profit sharing plans | 11 | $3.7M |
| Individuals (other than high net worth individuals) | 706 | $200.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.