Holistic Finance LLC
Holistic Finance LLC is an SEC-registered mass-market adviser with $14.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Holistic Finance LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335108, SEC 801-132342, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $14.2M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 265
- CRD
- 335108
- Ownership
- GEIST, ZACHARY, ALAN; Wheelwright, Michael, Kuleana
How much AUM does Holistic Finance LLC have?
Holistic Finance LLC reported $14.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Holistic Finance LLC?
Disclosed owners and executives of Holistic Finance LLC include GEIST, ZACHARY, ALAN, Wheelwright, Michael, Kuleana. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.