# Holistic Wealth Advisors

Holistic Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://holisticwealth.com
- **LinkedIn:** https://www.linkedin.com/company/holistic-wealth-advisors

## Regulatory record

- **CRD number:** 332918
- **SEC file number:** 801-131511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332918

## About

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.

## Questions

### 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.

### 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.

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

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