Updated:Jun 3, 2026

Holistic Private Wealth

Holistic Private Wealth is an SEC-registered RIA with no public details on leadership, AUM, or investment strategy available.

Holistic Private Wealth

HOLISTIC PRIVATE WEALTH, LLC is an SEC-registered investment adviser in TOWSON, MD. It has 2 employees and 1 investment adviser. The firm is based in Maryland.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

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Country

—

City

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Corporate office

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What is Holistic Private Wealth's primary business?

Holistic Private Wealth is a registered investment advisor (RIA), as indicated by its LLC structure. It likely provides wealth management services, but no specific investment strategies or client profiles have been disclosed in public sources.

How is Holistic Private Wealth structured?

The firm operates as a limited liability company (LLC) registered with the SEC. Beyond this legal form, no details on ownership, governance, or operational structure are publicly available.

Has Holistic Private Wealth disclosed any assets under management?

No. The firm does not publish an AUM figure, and no credible external source estimates one. The category remains 'Undisclosed'.

Who are the key investment professionals at Holistic Private Wealth?

No named principals or investment professionals have been identified in public records or the firm's communications. This is a significant due diligence gap for allocators.

What investment sectors does Holistic Private Wealth focus on?

The firm has not publicly stated any sector focus. Without disclosed portfolio holdings or strategy descriptions, its investment universe is unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.