HOLISTIC FINANCE LLC
SEC Form ADV profile.
Total regulatory AUM
$14,225,482
Discretionary
$14,225,482
Non-discretionary
$0
Firm details
- CRD number
- 335108
- SEC file number
- 801-132342
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.holisticfinance.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.