Holistic Financial Partners, LLC
● SEC registered since 2014CRD 170913SEC# 801-79580Indianapolis, IN
Reg. AUM
$444.6M
Employees
6
Accounts
862
Location
Indianapolis, IN
Holistic Financial Partners, LLC assets under management
Holistic Financial Partners, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2014. It reports $444.6 million in regulatory assets under management and employs 6 people.
Holistic Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2017 |
| Jason Christopher Llewellyn Control | Member | Over 75% | 2015 |
Frequently asked questions
How much does Holistic Financial Partners, LLC manage?
Holistic Financial Partners, LLC reports $444.6 million in regulatory assets under management on its Form ADV.
How many employees does Holistic Financial Partners, LLC have?
Holistic Financial Partners, LLC reports 6 employees.
Where is Holistic Financial Partners, LLC located?
Holistic Financial Partners, LLC is based in Indianapolis, IN and has been SEC-registered since 2014.
Does Holistic Financial Partners, LLC disclose fund performance?
Holistic Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9959 Crosspoint Boulevard, Indianapolis, IN 46256 |
| Phone | 317-550-3400 |
| Fax | 317-550-3399 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$444.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$444.6Mregulatory AUM
Discretionary $444.6M