This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=6.0

Regulatory AUM

$279MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$279M

Private client RAUM

$274MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$39.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,260

Individual clients

526

High net worth clients

116

SEC number

801-131511

CRD

332918

Filings on the tape

9

First filed

Oct 25, 2024

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, NY

Website

holisticwealthadvisors.com

• Occurred

  Dec 23, 2024
  Team lift-out

  3 advisors left Stratos Wealth Partners, LTD (Clifton Park, NY) for Holistic Wealth Advisors on the same day

  Form ADVobserved 6 days ago
  3 advisors
• Occurred

  Oct 25, 2024
  First Form ADV filing

  Holistic Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d314635f-73f3-a808-432c-101c5004c0b4

First observed

Oct 25, 2024

Last observed

Aug 26, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.