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HOLISTIC FINANCE LLC
HOLISTIC FINANCE LLC is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-09-08, it...
Overview
HOLISTIC FINANCE LLC is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-09-08, it reported regulatory assets under management of $14,225,482; 693 advisory accounts; 4 employees; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.
General information
Firm type
Registered Investment Adviser
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