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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Ridge alphaRidge +more
- Established Date
- 10-01-2017
- Office Locations
- 3
Office Locations
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
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Owner & Executives
ZACHARY ALAN GEIST
Managing Member
- CRD
- --
- Ownership
- 75% or more
Michael Kuleana Wheelwright
Chief Compliance Officer
- CRD
- #7443523
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Scott Humphrey
--
- CRD
- #7713970
LAWRENCE PAUL MILFORD
--
- CRD
- #4866862
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
| 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% |