Holly Street Wealth Employee Directory

Q: How many employees does Holly Street Wealth have currently?

Holly Street Wealth has approximately 11 employees.

Financial ServicesCalifornia, United States11-50 Employees

An uncommonly thoughtful and service-oriented advisory firm. Collaborative as a multi-disciplinary team of Registered Investment Advisers (RIA), wealth managers, financial analysts, and business builders. Trusted as confidants with details of financial history to guarded family secrets to personal hopes and dreams. Experienced in providing well considered, integrated advice in an ever changing and increasingly complex investment environment. Committed to helping our clients simplify the world of investments and financial management so that they can preserve and build their wealth to more comfortably and freely live their lives. FIRM AND FOCUS Founded in 2013, Holly Street Wealth is an independent and privately held Registered Investment Advisor with the State of California Department of Business Oversight. We offer comprehensive wealth management solutions, strategic consulting services and financial planning for wealthy individuals and families as well as foundations. Four members of the core team have over 75 years of combined experience in providing management, investment advice and portfolio construction help to successful individuals, families and a variety of institutional investors including foundations and endowments in the US and in over a dozen countries.We believe in the importance of understanding each client’s unique financial goals and risk and return profile. We pride ourselves on our commitment to personal service and customized solutions for our client’s wealth management needs. BENEFITS / ADVANTAGES OF A BOUTIQUE Big firm experience but prefer boutique quality service. * Higher level of personal service * Solutions truly customized to client situations and needs * Increased frequency of communication to serve client preferences * Not confined or required to sell specific products * Greater flexibility, nimbleness and resulting responsiveness * Focused on value created and delivered, not margins and quotas

Find Holly Street Wealth employees' phone numbers or email addresses

Holly Street Wealth Global Highlights

North America
4

United States Of America
4

Holly Street Wealth's Leadership

C. C.
Vice President And Relationship Manager
Mobile Phone
Email
G. A.
VP Client Services Manager
Mobile Phone
Email
H. P.
Director
Mobile Phone
Email
J. E.
Cfp(r), Managing Director
Mobile Phone
Email

Holly Street Wealth Employee Metrics

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2026

2025

Banking
Accounting
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Contact profiles from Holly Street Wealth

Name

Title

Contact Info

Location

Last Update

C. C.
Vice President And Relationship Manager
Mobile Phone
Email
United StatesCalifornia
Jul 25, 2024
G. A.
VP Client Services Manager
Mobile Phone
Email
United StatesCalifornia
Oct 16, 2024
H. P.
Director
Mobile Phone
Email
United StatesCalifornia
May 23, 2025
J. E.
Cfp(r), Managing Director
Mobile Phone
Email
United StatesCalifornia
Jun 15, 2025

Frequently Asked Questions

What is Holly Street Wealth known for?

Holly Street Wealth operates in the Financial Services industry. The company's main headquarters is located in 790 East Colorado Boulevard Suite 500 Pasadena, California 91101 United States; you can contact the main corporate office by phone at

+1-626-657-****

. Explore Holly Street Wealth's company overview page for more information.

What is Holly Street Wealth's most common email format?

Holly Street Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Holly Street Wealth email formats with LeadIQ.

How many employees does Holly Street Wealth have currently?

Holly Street Wealth has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Holly Street Wealth's key employees and leadership?

As of February 2026, Holly Street Wealth's key employees include:

Vice President And Relationship Manager: C. C.
VP Client Services Manager: G. A.
Director: H. P.
Cfp(r), Managing Director: J. E.

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