# Money Holistics

Money Holistics is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://moneyholistics.com
- **LinkedIn:** https://www.linkedin.com/company/joshua-humada-crpc-%c2%ae-aams%e2%84%a2-577158254

## Regulatory record

- **CRD number:** 321221
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321221

## About

MONEY HOLISTICS is a state-registered investment adviser in HOUSTON, TX. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs Money Holistics?

No named principals or investment decision-makers have been publicly identified for Money Holistics. Without official filings or media mentions, the leadership structure remains unknown.

### How large is Money Holistics in terms of assets under management?

Money Holistics does not publicly disclose its AUM. No credible estimates or third-party reports provide a figure, so the firm's scale is uncertain.

### Where is Money Holistics based?

The firm's headquarters location is not publicly available. No address or city has been confirmed through official sources.

### Does Money Holistics make direct investments or commit to external funds?

There is no public information on whether Money Holistics makes direct investments, fund commitments, or uses a hybrid approach. The firm's investment vehicle preferences are not documented.

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Last updated: 2026-07-06T01:24:21.509Z

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