Wholeness Financial

Overview

Wholeness Financial is a small, independent registered investment advisor focused on individualized planning and portfolio management for individuals and families. The firm blends fee models — percentage of AUM, hourly charges and fixed fees — to serve a limited number of clients. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, work for businesses or institutions on portfolio matters, and educational seminars or workshops. Investment activity is concentrated on listed equities and exchange-traded products, with the ADV indicating a strong tilt toward equities. The firm is not an active ESG investor and does not operate as a multi-state adviser or a capital allocator to external funds. Given its size and service mix, the practice appears built around personalized relationships and hands-on portfolio oversight rather than institutional scale or large fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices