# Holistic Private Wealth

Holistic Private Wealth is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 152540
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152540

## About

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

## Questions

### How is Holistic Private Wealth structured?

The firm operates as a limited liability company (LLC). 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.

## Related profiles

- [Advocate Wealth Solutions](https://altss.com/profile/advocate-wealth-solutions)
- [Colligan Advisory](https://altss.com/profile/colligan-advisory-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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