HOLISTIC FINANCIAL PARTNERS, LLC
CRD #170913 SEC #801-79580 INDIANAPOLIS, IN 317-550-3400
SEC Registered
Total AUM
$378M
Discretionary
$378M
Employees
6
Clients
51
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $378M | $378M | $0 | 6 | 0 |
| Mar 2025 | $378M | $378M | $0 | 6 | 0 |
| May 2024 | $343M | $343M | $0 | 6 | 0 |
| Mar 2024 | $343M | $343M | $0 | 6 | 0 |
| Apr 2023 | $290.3M | $290.3M | $0 | 6 | 0 |
| Mar 2023 | $290.3M | $290.3M | $0 | 6 | 0 |
| May 2022 | $329.1M | $329.1M | $0 | 6 | 0 |
| Mar 2022 | $329.1M | $329.1M | $0 | 6 | 0 |
| Mar 2021 | $277.6M | $277.6M | $0 | 6 | 0 |
| Aug 2020 | $251.8M | $251.8M | $0 | 6 | 0 |
| Jun 2020 | $251.8M | $251.8M | $0 | 6 | 0 |
| Mar 2020 | $251.8M | $251.8M | $0 | 6 | 0 |
| Feb 2019 | $201.8M | $201.8M | $0 | 6 | 0 |
| Jul 2018 | $211.9M | $211.9M | $0 | 6 | 0 |
| Mar 2018 | $211.9M | $211.9M | $0 | 6 | 0 |
| Aug 2017 | $192.2M | $171.6M | $20.6M | 5 | 200 |
| Jul 2017 | $192.2M | $171.6M | $20.6M | 5 | 200 |
| Apr 2017 | $192.2M | $171.6M | $20.6M | 5 | 200 |
| Mar 2017 | $192.2M | $171.6M | $20.6M | 5 | 200 |
| Feb 2017 | $147.5M | $147.5M | $0 | 4 | 26 |
| Feb 2016 | $147.5M | $147.5M | $0 | 4 | 26 |
| Aug 2015 | $147.9M | $147.9M | $0 | 4 | 0 |
| Jun 2015 | $0 | $0 | $0 | 4 | 0 |
| Jun 2015 | $0 | $0 | $0 | 5 | 0 |
| Jun 2015 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$290.3M
Discretionary$290.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$290.3M
Discretionary$290.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$329.1M
Discretionary$329.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$329.1M
Discretionary$329.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$277.6M
Discretionary$277.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$201.8M
Discretionary$201.8M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$192.2M
Discretionary$171.6M
Non-Disc.$20.6M
Employees5
Clients200
DateJul 2017
Total AUM$192.2M
Discretionary$171.6M
Non-Disc.$20.6M
Employees5
Clients200
DateApr 2017
Total AUM$192.2M
Discretionary$171.6M
Non-Disc.$20.6M
Employees5
Clients200
DateMar 2017
Total AUM$192.2M
Discretionary$171.6M
Non-Disc.$20.6M
Employees5
Clients200
DateFeb 2017
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees4
Clients26
DateAug 2015
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0