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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MADDOX, ROBERT, LYTTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MADDOX, ROBERT, LYTTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MADDOX, ROBERT, LYTTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MADDOX, ROBERT, LYTTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | MEMBER | E | Control |
| HAJEK, DAVID, HAROLD | I | MANAGING MEMBER / PRESIDENT | D | Control |
| HAJEK, DAVID, HAROLD | I | MANAGING MEMBER / PRESIDENT | D | Control |
| HAJEK, DAVID, HAROLD | I | MANAGING MEMBER / PRESIDENT | D | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LLEWELLYN, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (4)
FL IL IN TX
Address
9959 CROSSPOINT BOULEVARDINDIANAPOLIS, IN 46256
United States
Phone: 317-550-3400