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Holistic Finance LLC

Holistic Finance LLC. CRD 335108

Holistic Finance LLC logo

CRD: 335108

Holistic Finance LLC

Ninole, HI
8087467774
www.holisticfinance.com
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
4 Employees
463 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Altruist · Apex · Truist Bank
Clients
Retail
Platforms
Ridge alphaRidge +more
Established Date
10-01-2017
Office Locations
3

Office Locations

-- Lakeland FL
-- Ninole HI
-- ST Louis MO

About Holistic Finance LLC

Holistic Finance LLC is a registered investment adviser providing values-based investment management and comprehensive financial planning for individuals seeking to align portfolios with ethical, regenerative goals—often around inheritance, business transitions, or stepping into financial agency. The firm builds custom portfolios, provides education and ongoing mentorship, and may source vetted private impact opportunities (including for some non-accredited investors). Minimum to start: $100k.

Team overview

-- AVG AGE
$4.7M AVG AUM / ADVISOR
$30.7K AVG AUM / CLIENT
2.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Summit

Asset Classes

Harbor Harbor optima Eagle Legacy Zenith pathway Optima quantum Eagle focus

Client Personas

Glacier Atlas summit

Custodian

Value eagle Signal Beacon glacier Frontier

Investment Themes

Timber Pathway timber Delta peak Focus legacy Frontier pioneer

Investment Vehicles

Ember bridge

Platform

Signal

Services

Oak ember Capital Element Legacy Oak Peak Wave Signal focus Beacon summit

Technology

Vector Ridge Frontier unison

Owner & Executives

Z

ZACHARY ALAN GEIST

Managing Member

CRD
--
Ownership
75% or more
(539) 506-8085
pioneer.ember@embercapital.com
in linkedin.com/in/ember-oak
M

Michael Kuleana Wheelwright

Chief Compliance Officer

CRD
#7443523
Ownership
Less than 5%
(659) 381-4125
zenith.crest@foundationcapital.com
in linkedin.com/in/signal-bridge

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Contacts

S

Scott Humphrey

--

CRD
#7713970
(209) 788-7971
summit.atlas@summitcapital.com
in linkedin.com/in/meridian-wave
L

LAWRENCE PAUL MILFORD

--

CRD
#4866862
(270) 776-2760
pioneer.alpha@zenithcapital.com
in linkedin.com/in/zenith-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-20-2025
05-28-2026
Category Assets AVG. Account size
Discretionary $14,225,482 $20,527
Non-Discretionary $0 --
Total $14,225,482 $20,527

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Separately Managed Accounts

Total SMA Asset: $14,225,482

$14.2M Total SMA
Equity - Exchange:
36.0%
Cash:
40.9%
Public Funds:
23.1%
Asset class Assets Assets %
Equity - Exchange $2,417,055,623 36.0%
Cash $2,746,043,749 40.9%
Public Funds $1,550,944,024 23.1%
Total $6,714,043,396 100.0%

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