Holistic Finance LLC
Firm details
- Headquarters
- ,
- CRD number
- 335108
- Registered since
- April 25, 2025
- 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, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients across multiple states, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker and acts as a capital allocator, placing client capital with outside managers when appropriate. The firm charges a mix of percentage-of-AUM fees alongside hourly, fixed-fee, and commission arrangements. Holistic Finance is not an ESG-focused adviser.
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
2 of 2
Michael Wheelwright
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7443523
Zachary Geist
Founder & CEOCRD 4385986
Contacts
2 of 2
Lawrence Milford
Financial PlannerCRD 4866862
Scott Humphrey
Financial AdvisorCRD 7713970
Wealth 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
RIAAsset Growth Associates Wealth Advisors
RIABeaumont, TX