Holistic Wealth Advisors
Holistic Wealth Advisors is an SEC-registered mass-market adviser in Clifton Park, NY with $278.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Holistic Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332918, SEC 801-131511, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $278.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Clifton Park, NY
- Employees
- 10
- Clients
- 656
- CRD
- 332918
- Ownership
- CLIFFORD, STACY, ANN; STANSBERRY ASSET MANAGEMENT, LLC; SARGENT, JEFFREY, SPENCER; NAGARAJAN, LAKSHMI
How much AUM does Holistic Wealth Advisors have?
Holistic Wealth Advisors reported $278.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Holistic Wealth Advisors?
Disclosed owners and executives of Holistic Wealth Advisors include CLIFFORD, STACY, ANN, STANSBERRY ASSET MANAGEMENT, LLC, SARGENT, JEFFREY, SPENCER, NAGARAJAN, LAKSHMI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.