HOLISTIC PRIVATE WEALTH, LLC

CRD 152540

1 OLYMPIC PLACE, SUITE 900, TOWSON, MD, 21204, United States

Phone

410-877-1586

Fax

410-877-1587

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 1 advisory reps

Clients

11-25

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2021-07-14

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD