Holistic Brokerage, LLC

Overview

Holistic Brokerage, LLC is organized as a limited liability company and has been SEC-registered since 1999. Ownership is reported as a combination of a domestic entity and an individual. The firm's regulatory profile is limited: it is not designated as a capital allocator, it does not identify as an active ESG investor, and it is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Available classification data lists the firm as unclassified, and there are no published descriptions of its advisory activities, fee structure, or client segments in the source material. That lack of operational detail means there is little public visibility into the firm’s client-facing services or how it positions itself in the wealth-management market.

Assets & Accounts

Location & Offices