# Holistic Planners

Holistic Planners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://holisticplanners.com

## Regulatory record

- **CRD number:** 170933
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170933

## About

HOLISTIC PLANNERS is a state-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.

## Questions

### 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.

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

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