Overview
Assets Under Management: $234 million
Headquarters: CLIFTON PARK, NY
High-Net-Worth Clients: 115
Average Client Assets: $994,139
Frequently Asked Questions
HOLISTIC WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332918), HOLISTIC WEALTH ADVISORS is subject to fiduciary duty under federal law.
HOLISTIC WEALTH ADVISORS is headquartered in CLIFTON PARK, NY.
HOLISTIC WEALTH ADVISORS serves 115 high-net-worth clients according to their SEC filing dated May 05, 2025. View client details ↓
According to their SEC Form ADV, HOLISTIC WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
HOLISTIC WEALTH ADVISORS manages $234 million in client assets according to their SEC filing dated May 05, 2025.
According to their SEC Form ADV, HOLISTIC WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.79
Average High-Net-Worth Client Assets: $994,139
Total Client Accounts: 1,097
Discretionary Accounts: 1,097
Regulatory Filings
CRD Number: 332918
Filing ID: 1987387
Last Filing Date: 2025-05-05 12:45:00
Website: https://holisticwealthadvisors.com