Holistic Wealth Advisors
● SEC registered since 2024CRD 332918SEC# 801-131511Clifton Park, NY
Reg. AUM
$278.7M
Employees
10
Accounts
1,260
Location
Clifton Park, NY
Holistic Wealth Advisors assets under management
Holistic Wealth Advisors operates as an SEC-registered investment adviser based in Clifton Park, NY. The firm has been registered since 2024. It reports $278.7 million in regulatory assets under management and employs 10 people.
Holistic Wealth Advisors owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Spencer Sargent Control | Chief Compliance Officer | Under 5% | 2024 |
| Lakshmi Nagarajan Control | Operations Manager | Under 5% | 2024 |
| Stacy Ann Clifford Control | Managing Member/Owner | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Holistic Wealth Advisors manage?
Holistic Wealth Advisors reports $278.7 million in regulatory assets under management on its Form ADV.
How many employees does Holistic Wealth Advisors have?
Holistic Wealth Advisors reports 10 employees.
Where is Holistic Wealth Advisors located?
Holistic Wealth Advisors is based in Clifton Park, NY and has been SEC-registered since 2024.
Does Holistic Wealth Advisors disclose fund performance?
Holistic Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Southside Drive, Suite 204, Clifton Park, NY 12065 |
| Phone | 518.357.3858 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$278.7Mregulatory AUM
Discretionary $278.7M