Where are Holly Street Wealth employees located globally?

Holly Street Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Holly Street Wealth's team size changed over time?

Holly Street Wealth's team has remained stable from approximately 3 to 3 employees based on available data.

Holly Street Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Holly Street Wealth is an independent advisory firm in the financial services industry based in Pasadena, California. It brings together a multidisciplinary team of registered investment advisers, wealth managers, financial analysts, and business builders to provide integrated wealth management, strategic consulting, and financial planning for high-net-worth individuals, families, and foundations.

Founded in 2013 and privately held, the firm emphasizes tailored service and frequent communication, focusing on understanding each client's unique goals and risk profile. The team has deep collective experience, with core members reporting more than 75 years of combined expertise in managing investments and portfolio construction for clients in the US and in more than a dozen countries. A notable development in its growth was the December 2015 acquisition of Strategy Asset Managers, which expanded its investment advisory capabilities.

Holly Street Wealth Global Highlights

North America
4

United States Of America
4

Holly Street Wealth's Leadership

J. E.
Cfp(r), Managing Director
Mobile Phone
Email

Holly Street Wealth Employee Metrics

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Banking
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Contact profiles from Holly Street Wealth

Name

Title

Contact Info

Location

Last Update

J. E.
Cfp(r), Managing Director
Mobile Phone
Email
United StatesArkansas
Apr 16, 2026

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:

Cfp(r), Managing Director: J. E.

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Holly Street Wealth Employee Directory

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