Holistic Private Wealth, LLC
Firm details
- Headquarters
- Towson, Maryland
- CRD number
- 152540
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Holistic Private Wealth, LLC operates as an independent registered investment advisor, focusing on financial planning services. The firm is structured as a limited liability company and is owned by an individual. While it does not engage in capital allocation, it serves clients through a fixed fee structure. The firm also functions as a registered representative of a broker-dealer and operates as an insurance broker, indicating a diverse approach to client service. However, it does not actively pursue ESG investments and does not operate as a multi-state adviser.
Assets & Accounts
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
Location
Towson, MD
Baltimore
Location
Towson, MD
Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 1 Olympic Pl
- Time zone
- ET (UTC-5)
- Office locations
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