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Holistic Wealth Advisors
Holistic Wealth Advisors is a US-based RIA and multi-family office serving high-net-worth families with comprehensive wealth management.
Holistic Wealth Advisors
HOLISTIC WEALTH ADVISORS is an SEC-registered investment adviser in CLIFTON PARK, NY, registered since 2024. The firm manages approximately $279 million in regulatory assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Frequently asked questions
What is the ownership structure of Holistic Wealth Advisors?
Holistic Wealth Advisors is structured as an RIA and multi-family office. Specific ownership details, including whether it is privately held by a founding family or by external partners, are not publicly available.
What services does Holistic Wealth Advisors offer?
The firm offers comprehensive wealth management, financial planning, asset allocation, and alternative investment access. As an RIA, it acts in a fiduciary capacity for client portfolios.
How does Holistic Wealth Advisors source investments?
As a multi-family office, the firm likely sources deals through its network of advisors, third-party fund managers, and direct relationships. Specific sourcing channels are not publicly documented.
Is Holistic Wealth Advisors transparent about its AUM and portfolio holdings?
No. The firm does not publicly disclose its AUM, client numbers, or portfolio holdings. Public records on specific investments or performance are absent.
What client types does Holistic Wealth Advisors serve?
The firm targets high-net-worth families and individuals. As a multi-family office, it may serve multiple unrelated families under one advisory umbrella.
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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