Michael Kuleana Wheelwright
Chief Compliance OfficerHolistic Finance LLCCRD 7443523
About Michael Kuleana Wheelwright
Michael Kuleana Wheelwright is listed as Chief Compliance Officer at Holistic Finance LLC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Holistic Finance LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Kuleana Wheelwright work?
Michael Kuleana Wheelwright is listed as Chief Compliance Officer at Holistic Finance LLC on SEC Form ADV.
How much of Holistic Finance LLC does Michael Kuleana Wheelwright own?
Form ADV reports a beneficial ownership band of Under 5%.
Holistic Finance LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |