Holistic Financial Partners, LLC
Holistic Financial Partners, LLC is an SEC-registered mass-market adviser in Indianapolis, IN with $444.6M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Holistic Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170913, SEC 801-79580, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $444.6M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 6
- Clients
- 862
- CRD
- 170913
- Ownership
- LLEWELLYN, JASON, CHRISTOPHER; ARMSTRONG, ANDY, JOHN; MADDOX, ROBERT, LYTTON; FLOOD, KEITH, OWEN; PRO TEM HOLDINGS, LLC
How much AUM does Holistic Financial Partners, LLC have?
Holistic Financial Partners, LLC reported $444.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Holistic Financial Partners, LLC?
Disclosed owners and executives of Holistic Financial Partners, LLC include LLEWELLYN, JASON, CHRISTOPHER, ARMSTRONG, ANDY, JOHN, MADDOX, ROBERT, LYTTON, FLOOD, KEITH, OWEN, PRO TEM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.