Holistic Wealth Advisors

Overview

Holistic Wealth Advisors is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC in 2024 and serves both individual and family clients as well as institutional relationships. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes AUM-based charges alongside hourly fees. The firm reports it is not an active ESG investor and identifies as a domestic, individual-owned entity. Its regulatory and business classification positions it as an independent RIA providing hands-on planning and portfolio oversight rather than operating as a capital allocator or pension consultant.

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Location & Offices