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HOLISTIC WEALTH ADVISORS
CRD 332918 · SEC 801-131511
5 SOUTHSIDE DRIVE, SUITE 204, CLIFTON PARK, NY, 12065, United States
Phone
518.357.3858
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.7M
Discretionary AUM
$278.7M
Team
10 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 526 | $115.6M |
| High net worth individuals | 116 | $158.1M |
| Pension/profit sharing plans | 10 | $4.1M |
| Charitable organizations | 1 | $3K |
| Corporations/business entities | 3 | $758K |
States served
CA, CO, IL, MA, NJ, NY, NC, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD