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Holistic Planners
HOLISTIC PLANNERS is an SEC-registered investment adviser in WASHINGTON, DC. The firm manages $14 million in regulatory assets under management on a...
Holistic Planners
HOLISTIC PLANNERS is an SEC-registered investment adviser in WASHINGTON, DC. The firm manages $14 million in regulatory assets under management on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Holistic Planners?
Holistic Planners is an entity listed in Altss records as an unclassified firm—likely a family office or wealth manager. No confirmed details on its structure, size, or operations are available from public sources.
Who runs investment decisions at Holistic Planners?
No named principals or investment decision-makers have been identified for Holistic Planners. The firm may be managed by a private individual or family that does not publicly disclose leadership.
Where is Holistic Planners headquartered?
The location of Holistic Planners is not publicly known. No headquarters city, country, or address has been confirmed in any credible source.
Does Holistic Planners invest directly or through funds?
There is no public evidence of Holistic Planners making direct investments or fund commitments. Its investment vehicle preferences remain unknown.
What sectors does Holistic Planners focus on?
No sector focus has been publicly disclosed for Holistic Planners. Sector tags cannot be assigned without observable portfolio activity.
Is Holistic Planners a single-family office or multi-family office?
The firm subtype is not confirmed. The name suggests financial planning, but its structure—single-family office, multi-family office, or RIA—is unclassified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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