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|
| Keyboard |
| Holistic Wealth Advisors
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|
|---|---|
| CRD # | 332918 |
| SEC # | 801-131511 |
| CIK # | |
| AUM | 278.7 M (2026-03-30) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 518-357-3858 |
| Address | 5 Southside Drive Clifton Park, NY 12065 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 115.6 |
| (b) Individuals (high net worth individuals) | 116 | 158.1 |
| (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 | 10 | 4.1 |
| (h) Charitable organizations | 1 | 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 | 3 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,260 | 278.7 |
| By Discretionary | ||
| Discretionary | 1,260 | 278.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,260 | 278.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.7 | |
| Total | 1,260 | 278.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Members Wealth LLC
✚
|
PA | 279.6 M |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 279.5 M |
|
Pathworks Financial Inc
✚
|
MI | 279.3 M |
|
Wells Financial Advisors Inc
✚
|
MA | 279.3 M |
|
DWM Financial Group Inc
✚
|
IL | 279.2 M |
|
Wealth Advisors Group LLC
✚
|
IA | 278.5 M |
|
International Money Matters Private Limited
✚
|
278.3 M | |
|
Citadel Investment Advisory Inc
✚
|
278.3 M | |
|
Friedlander Brenda S
✚
|
CA | 278.1 M |
|
Harbor Island Capital LLC
✚
|
MA | 277.6 M |