MONEY HOLISTICS

MONEY HOLISTICS of HOUSTON, TX is an SEC-registered investment adviser (CRD 321221). Regulatory assets under management: $27.1M.

Registration

• CRD: 321221
• Type: Registered investment adviser
• Location: 5611 CAMPBELL RD, HOUSTON, TX, 77041
• Phone: 832-933-5959
• Latest filing: 2026-08-04
• Regulatory AUM: $27.1M
• Discretionary AUM: $27.1M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

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 321221 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search