3d Holistic Wealth
Firm details
- Headquarters
- ,
- CRD number
- 331809
- Website
- 3dhwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.18%
- Individuals21.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
3d Holistic Wealth is an independently owned RIA organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services and educational workshops. It acts as a capital allocator and also selects and overlays third‑party advisers for clients when appropriate. Fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not marked as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents23%
- Exchange Traded Equities16%
- US Government Bonds11%
- Investment Grade Corp Bonds8%
Contacts
1 of 1
Deepak Goyal
FounderCRD 7349139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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