# HOLISTIC FINANCE LLC

HOLISTIC FINANCE LLC is an SEC-registered investment adviser.

## Registration

- CRD: 335108
- Type: SEC-registered investment adviser
- SEC file number: 801-132342
- Phone: 808-746-7774
- Latest filing: 2026-07-24
- Regulatory AUM: $14.2M
- Discretionary AUM: $14.2M
- Clients: 4
- Accounts: 693

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Zachary Alan Geist | MANAGING MEMBER | — |
| Michael Kuleana Wheelwright | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335108/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335108/similar
- Related entities: https://search.stillhousedata.com/firm/335108/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335108

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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.