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| Holistic Financial Partners LLC
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|---|---|
| CRD # | 170913 |
| SEC # | 801-79580 |
| CIK # | 0001729304 |
| AUM | 444.6 M (2026-03-13) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 317-550-3400 |
| Address | 9959 Crosspoint Boulevard Indianapolis, IN 46256 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 62.3 | ||
| Nvidia Corp | 6.5 | ||
| Apple Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Timken Co | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| iShares Comex Gold Trust | 2.7 | ||
| Microsoft Corp | 2.3 | ||
| Broadcom Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 759 | 177.4 |
| (b) Individuals (high net worth individuals) | 103 | 267.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 444.6 |
| By Discretionary | ||
| Discretionary | 862 | 444.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 862 | 444.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 444.6 | |
| Total | 862 | 444.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729304] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maxim Financial Advisors LLC
✚
|
NY | 445.5 M |
|
Newton One Investments LLC
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|
DE | 445.5 M |
|
Spectrum Wealth Advisory Group LLC
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|
CA | 445.4 M |
|
Robinson Smith Wealth Advisors LLC
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ME | 444.9 M |
|
Balis Enterprises LLC
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444.3 M | |
|
Hamilton Capital Partners LLC
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|
GA | 444.0 M |
|
O'Boyle Wealth Management Inc
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|
CA | 443.9 M |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
443.9 M | |
|
Pavion Blue Capital LLC
✚
|
CA | 443.7 M |
|
Lumbard & Kellner LLC
✚
|
NH | 443.6 M |