Erin
Holt

Aog Wealth Management

CRD#6495478
Investment Advisor
in Reston, VA

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About this Advisor

Erin Holt is a certified financial planner who works in Reston, Virginia with a total of 5 years of industry experience. Holt is currently employed by Aog Wealth Management. Their career trajectory has included roles at George Washington University, Morgan Stanley, Aog Wealth Management, Full-Time Student and Kalos Capital. Holt has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Aog Wealth Management is a financial advisory company that has its headquarters in Reston, VA. It has offices in two locations and a total of 13 employees. It handles $305 million in total assets between its 1,057 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 1,057 customer accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. Aog Wealth Management offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Financial management fees typically depend on which services the firm provides the client. Fees charged by Aog Wealth Management can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11911 Freedom Drive Suite 730
Reston, VA 20190

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Aog Wealth Management Brokerage Details

Total Assets Under Management

$305,046,641

VA Average: $1,835,309,194
Total Number of Employees

13

VA Average: 32
Total Number of Accounts

1,057

VA Average: 1,458
Average Account Size

$288,597

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Erin Holt Work History

Erin has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Aog Wealth Management

2018 - 2019 (1 year)

Kalos Capital

2016 - 2016 (< 1 year)

Aog Wealth Management

2015 - 2015 (< 1 year)

Morgan Stanley

2013 - 2017 (4 years)

George Washington University

2007 - 2013 (6 years)

Full-Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erin Holt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aog Wealth Management

Miguel Bremer Wirtig
The Woodlands, TX
Michael Helgeson
Reston, VA
James Ortlip
Reston, VA
Erin Holt
Reston, VA
Sarah Gosselin
Reston, VA
Frederick Baerenz
Reston, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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