3d Holistic Wealth

Overview

3d Holistic Wealth is a small, owner-run independent registered investment adviser organized as an LLC. The firm serves individual and family clients and combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars with insurance brokerage capabilities. Fee arrangements are flexible and include a percentage of assets under management, hourly rates, and fixed fees, which supports both ongoing investment relationships and one-off planning engagements. Investment activity centers on public mutual funds as the primary vehicle, supplemented by allocations to third-party real estate funds and annuity products. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Given the scale and client mix, investment decisions appear to emphasize diversified, manager-driven solutions rather than in-house securities selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices