HOLISTIC WEALTH ADVISORS
CRD #332918 SEC #801-131511 CLIFTON PARK, NY 518.357.3858
SEC Registered
Total AUM
$234.3M
Discretionary
$234.3M
Employees
10
Clients
0
Accounts
1,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $234.3M | $234.3M | $0 | 10 | 0 |
| Mar 2025 | $234.3M | $234.3M | $0 | 10 | 0 |
| Dec 2024 | $0 | $0 | $0 | 9 | 0 |
| Dec 2024 | $0 | $0 | $0 | 9 | 0 |
| Nov 2024 | $0 | $0 | $0 | 9 | 0 |
| Oct 2024 | $0 | $0 | $0 | 9 | 0 |
DateMay 2025
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0