HOLISTIC PRIVATE WEALTH, LLC

HOLISTIC PRIVATE WEALTH, LLC of TOWSON, MD is an SEC-registered investment adviser (CRD 152540).

Registration

• CRD: 152540
• Type: Registered investment adviser
• Location: 1 OLYMPIC PLACE, TOWSON, MD, 21204
• Phone: 410-877-1586
• Latest filing: 2021-07-14
• Clients: 2

Business model

Compensation: Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152540 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search