WHOLENESS FINANCIAL

WHOLENESS FINANCIAL is an SEC-registered investment adviser (CRD 332974). Regulatory assets under management: $541K.

Registration

• CRD: 332974
• Type: Registered investment adviser
• Phone: 415-230-0236
• Latest filing: 2026-03-19
• Regulatory AUM: $541K
• Discretionary AUM: $541K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332974 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search