Holistic Finance LLC
● SEC registered since 2025CRD 335108SEC# 801-132342
Reg. AUM
$14.2M
Employees
4
Accounts
693
Location
—
Holistic Finance LLC assets under management
Holistic Finance LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $14.2 million in regulatory assets under management and employs 4 people.
Holistic Finance LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Kuleana Wheelwright Control | Chief Compliance Officer | Under 5% | 2025 |
| Zachary Alan Geist Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Holistic Finance LLC manage?
Holistic Finance LLC reports $14.2 million in regulatory assets under management on its Form ADV.
How many employees does Holistic Finance LLC have?
Holistic Finance LLC reports 4 employees.
Does Holistic Finance LLC disclose fund performance?
Holistic Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 808-746-7774 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$14.2M▲ 804%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$14.2Mregulatory AUM
Discretionary $14.2M