Holistic Finance LLC
Firm details
- Headquarters
- ,
- CRD number
- 335108
- Registered since
- April 25, 2025
- Website
- www.holisticfinance.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals85.97%
- HNWI14.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Holistic Finance LLC is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm markets itself to individuals and families and combines financial planning with discretionary portfolio management and selection of third‑party advisers. It also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, hourly billing, fixed fees and commissions. Holistic Finance describes itself as a capital allocator that is active across multiple states and does not identify as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities63%
- Cash & Cash Equivalents22%
- Public Funds/Mutual Funds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Stag Rock LLC
RIAOregon Financial Products & Services, LLC
RIAPortland, OR
Heritage Private Wealth
RIANashville, TN
Asset Growth Associates Wealth Advisors
RIABeaumont, TX