Holistic Financial Partners, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 170913
- Registered since
- April 17, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.09%
- Individuals39.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Holistic Financial Partners, LLC is an independent, SEC‑registered investment adviser formed in 2014 and owned by an individual. The firm serves individual and family clients and provides financial planning plus portfolio management for individuals, small businesses, and institutional/business clients. Its fee model includes both a percentage of assets under management and fixed fees. The firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2
Jason Llewellyn
PresidentCRD 4572238
Andy Armstrong
Financial Advisor and Registered RepresentativeCRD 4448534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$149M in ETFs
84%
$124M
13%
$24.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10M | 80,797 | 6.74% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 9959 Crosspoint Blvd
- Time zone
- ET (UTC-5)
- Office locations
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