HOLISTIC ASSET MANAGEMENT, LLC

HOLISTIC ASSET MANAGEMENT, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 156789). Regulatory assets under management: $48.8M.

Registration

• CRD: 156789
• Type: Registered investment adviser
• Location: 800 BRICKELL AVE, MIAMI, FL, 33131
• Phone: 305-374-1177
• Latest filing: 2026-03-31
• Regulatory AUM: $48.8M
• Discretionary AUM: $48.8M
• Clients: 6
• Accounts: 8

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156789 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search