# Holistic Asset Management

Holistic Asset Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 156789
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156789

## About

HOLISTIC ASSET MANAGEMENT, LLC is a state-registered investment adviser in MIAMI, FL. The firm manages approximately $49 million in regulatory assets. It has 6 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Holistic Asset Management?

No named principals or investment professionals have been publicly identified for Holistic Asset Management. The firm does not list a management team on any public platform.

### Does Holistic Asset Management make direct investments or commit to funds?

The firm's investment approach is not publicly documented. No direct deals, co-investments, or fund commitments have been reported.

### What is Holistic Asset Management's AUM?

Holistic Asset Management has not publicly disclosed its AUM. No estimates from third-party sources are available.

## Related profiles

- [Golden Retirement Advisors](https://altss.com/profile/golden-retirement-advisors-inc)
- [Pamela Otten LLC](https://altss.com/profile/pamela-otten-llc)

---

Last updated: 2026-07-06T01:24:18.301Z

Canonical page: https://altss.com/profile/holistic-asset-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology