HOLISTIC WEALTH ADVISORS
SEC Form ADV profile.
Total regulatory AUM
$278,674,280
Discretionary
$278,674,280
Non-discretionary
$0
Firm details
- CRD number
- 332918
- SEC file number
- 801-131511
- Main office
- CLIFTON PARK, NY, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.