RIA Intel›Advisers›Florida›HOLISTIC ASSET MANAGEMENT, LLC

HOLISTIC ASSET MANAGEMENT, LLC

Advisory

MIAMI, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#1,635

of 2,610 advisers by AUM

Average account

$6M

across 8 accounts

AUM per adviser

$16M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

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