THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
CLEARWATER, FLCRD 326421Latest ADV March 18, 2026
The Holland Group, Retirement Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated March 18, 2026, reports $286M in regulatory assets under management, 10 employees, and 1,811 accounts.
Assets Under Management
$286M
Employees
10
Offices
--
Total Clients
755
Primary office
CLEARWATER, FL
2637 MC CORMICK DRIVE, SUITE 101, CLEARWATER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
706
2
HNWI
5.0%
38
3
Pension Plans
1.5%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of March 18, 2026
Discretionary100.0%
$286M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$286M
Total Accounts1,811
10Y AUM Change+$286M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee76:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.