HOLISTIC WEALTH ADVISORS

Overview

Holistic Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm provides financial planning and portfolio management primarily for individuals, families and small businesses, and it also serves some institutional clients. Its billing combines a percentage-of-assets under management model with hourly charges for planning or advisory work. Investment activity leans toward exchange-traded equities as the core portfolio sleeve, supplemented by third-party alternative managers and traditional pooled products when appropriate. The firm does not identify as an active ESG investor. While the firm maintains multiple physical offices across two states, its regulatory profile indicates it is not classified as a Multi State Adviser in the firm snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices