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HOLISTIC FINANCE LLC
CRD 335108 · SEC 801-132342
AZ, United States
Phone
808-746-7774
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.2M
Discretionary AUM
$14.2M
Team
4 total employees; 3 advisory reps; 198 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 263 | $12.2M |
| High net worth individuals | 2 | $2.0M |
States served
AZ, CA, CO, ID, IN, IA, LA, MN, NE, NV, NY, NC, OH, OK, OR, PA, UT, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD