Holistic Wealth Advisors

Overview

Holistic Wealth Advisors is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm reports SEC registration in 2024 and is owned by a combination of a domestic entity and an individual. Its stated client base spans individuals and families as well as institutional relationships. Core advisory services are financial planning and portfolio management for individuals and small businesses. The firm bills clients using a mix of percentage-of-assets-under-management and hourly fees. Holistic Wealth Advisors does not present itself as a capital allocator, is not positioned as an ESG-focused manager, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices