HOLISTIC PLANNERS

HOLISTIC PLANNERS of WASHINGTON, DC is an SEC-registered investment adviser (CRD 170933). Regulatory assets under management: $15.8M.

Registration

• CRD: 170933
• Type: Registered investment adviser
• Location: 1901 PENNSYLVANIA AVENUE NW, WASHINGTON, DC, 20006
• Phone: 240-508-2169
• Latest filing: 2026-07-02
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.0M
• Non-discretionary AUM: $800K
• Clients: 2
• Accounts: 64

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 170933 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search