# Holistic View Financial, LLC

Holistic View Financial, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://holisticviewfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/sunilharpalani

## Regulatory record

- **CRD number:** 288975
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288975

## About

HOLISTIC VIEW FINANCIAL, LLC is a state-registered investment adviser with $33 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at Holistic View Financial?

No named investment professionals have been publicly identified. The firm does not disclose its leadership team either via a website or LinkedIn presence.

### Which sectors does Holistic View Financial explicitly avoid?

No sector restrictions have been stated publicly. The firm has not communicated any ethical or sector-based exclusion criteria.

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

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