# HOLISTIC PLANNERS

HOLISTIC PLANNERS of WASHINGTON, DC is an SEC-registered investment adviser.

## Registration

- CRD: 170933
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170933/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170933/similar
- Related entities: https://search.stillhousedata.com/firm/170933/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170933

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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.