Wesley Holt
Littlejohn Financial Services · Salem, Oregon
Wesley Holt is a fee-only financial advisor at Littlejohn Financial Services in Salem, Oregon. Littlejohn Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Littlejohn Financial Services |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.3M across 1,236 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 5761795 |
| Exams passed | Series 66 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | blubrry.com/truewealth |
How Wesley's firm compares
- Littlejohn Financial Services's average account is about $139,000, from its Form ADV (assets managed divided by 1,236 accounts).
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Questions about Wesley
Is Wesley Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Littlejohn Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley's firm, Littlejohn Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wesley Holt based?
Wesley Holt is based in Salem, Oregon.
Is Wesley Holt registered with the SEC?
Yes. Wesley Holt is registered as an investment adviser representative in OR and TX (CRD 5761795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Littlejohn Financial Services manage?
Littlejohn Financial Services reports $171.3M across 1,236 accounts in assets under management.
How do I contact Wesley Holt?
Through Wesley's website, blubrry.com/truewealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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