HOLISTIC FINANCE LLC is an SEC-registered investment adviser (CRD 335108). Regulatory assets under management: $14.2M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Zachary Alan Geist | MANAGING MEMBER | — |
| Michael Kuleana Wheelwright | CHIEF COMPLIANCE OFFICER | — |