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About

Our Firm and Focus

Founded in 2013, Holly Street Wealth Advisors is an independent and privately held SEC Registered Investment Advisor. Our core team has over 75 years of combined experience in investment advice, portfolio construction, and advisory services to individuals, families and a variety of institutional investors including foundations and endowments.

We believe in the importance of understanding each client’s unique financial goals, risk, and return profile. We pride ourselves on our commitment to personal service and customized solutions for our clients’ wealth management needs.

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  •   790 E. Colorado Blvd. Ste 200, Pasadena, CA 91101
  •   626-657-0559
  •   tom@hollystreetwealth.com

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Holly Street Wealth Advisors is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Holly Street Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Holly Street Wealth Advisors unless a client service agreement is in place. Thank you.

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