Geovanny A. Vega-zamora
Investment adviser representative at Holder Wealth Management
12 yearsExperience
2 statesRegistered in
$284MFirm assets
8 yearsFirm in business
Are you Geovanny A. Vega-zamora? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Holder Wealth Management, IncOct 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Holder Wealth Management
Legal name: Holder Wealth Management, Inc.
$284MAssets managed
302Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6584020
- Firm CRD
- 170086