# HOLISTIC PRIVATE WEALTH, LLC

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

## Registration

- CRD: 152540
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152540/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152540/similar
- Related entities: https://search.stillhousedata.com/firm/152540/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152540

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.