Holistic Wealth Advisors
Firm details
- Headquarters
- Clifton Park, New York
- CRD number
- 332918
- Registered since
- November 26, 2024
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.74%
- Individuals41.5%
- Pension & Profit Sharing Plans1.48%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Holistic Wealth Advisors is a limited liability company that operates as an independent registered investment adviser. The firm is SEC-registered (2024) and serves both individual and family clients as well as institutional relationships. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements combine a percentage-of-AUM structure with the option for hourly billing. The firm reports it is not an active 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 Equities45%
- Public Funds/Mutual Funds43%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 7
Lakshmi Nagarajan
Director of OperationsCRD 4390490
Charles Drake
FounderCRD 4197428
Sue Donovan
Wealth AdvisorCRD 708424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clifton Park, NY
Saratoga
Location
Clifton Park, NY
Headquartered in Clifton Park, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 5 Southside Dr
- Time zone
- ET (UTC-5)
- Office locations
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