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HOLISTIC ASSET MANAGEMENT, LLC
CRD 156789
800 BRICKELL AVE, SUITE 502, MIAMI, FL, 33131, United States
Phone
305-374-1177
Fax
786-360-1625
Registration
— (—)
Source
State registered
Total AUM
$48.8M
Discretionary AUM
$48.8M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.1M |
| Corporations/business entities | 5 | $47.7M |
Official SEC filing: View on IAPD