3
CRD: 331809
3D Holistic Wealth
Irvine, CA
9499971101
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-2024
- Office Locations
- 1
Office Locations
9870 Research DR Irvine CA
About 3D Holistic Wealth
3D Holistic Wealth is a Irvine-based RIA. The firm has been operating for 1 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$477.7K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Matrix beacon Wave Horizon prime
Investment Themes
Frontier Element summit Timber focus
Investment Vehicles
Insight
Services
Vertex summit Bridge capital Vector unison Matrix vertex Quantum insight
Owner & Executives
Deepak Goyal
Chief Compliance Officer, FOUNDER, Manager, Principal
- CRD
- #7349139
- Ownership
- 75% or more
(573) 573-1538
zenith.pathway@ridgecapital.com
in linkedin.com/in/crest-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,776,607 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,776,607 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,776,607
Public Funds:
13.8% Cash:
8.9% Equity - Exchange:
18.4% U.S. Government/Agency:
19.6% Corporate - Investment Grade:
18.8% Derivatives:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $360,456,413 | 13.8% |
| Cash | $232,468,266 | 8.9% |
| Equity - Exchange | $480,608,551 | 18.4% |
| U.S. Government/Agency | $511,952,586 | 19.6% |
| Corporate - Investment Grade | $491,056,562 | 18.8% |
| Derivatives | $535,460,614 | 20.5% |
| Total | $2,612,002,992 | 100.0% |