CRD: 170913
Holistic Financial Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 04-17-2014
- Office Locations
- 1
Office Locations
About Holistic Financial Partners, LLC
Holistic Financial Partners is an Indianapolis-based RIA that, since 2001, has delivered strategic financial planning and investment management for individuals navigating major life transitions—high-asset divorce, executive transitions, retirement, loss, and generational wealth transfers. The team emphasizes goal-based, tax-aware portfolio construction (often using ETFs and mutual funds) plus budgeting, tax planning, and coordination with clients’ legal teams; custody through Schwab.
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Owner & Executives
JASON CHRISTOPHER LLEWELLYN
Partner
- CRD
- #4572238
- Ownership
- 75% or more
ANDY JOHN ARMSTRONG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $444,594,951 | $515,771 |
| Non-Discretionary | $0 | -- |
| Total | $444,594,951 | $515,771 |
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Separately Managed Accounts
Total SMA Asset: $444,594,951
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,166,816,202 | 24.7% |
| Public Funds | $2,465,082,400 | 28.1% |
| Cash | $438,626,762 | 5.0% |
| Municipal Bonds | $807,073,241 | 9.2% |
| U.S. Government/Agency | $517,579,579 | 5.9% |
| Corporate - Investment Grade | $2,377,357,047 | 27.1% |
| Total | $8,772,535,231 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER MATRIX ALPHA | WAVE LEGACY | PV645E4F6 | PJWA | 9.77% | $4,264,574 |
| MATRIX INSIGHT OAK | FUSION PATHWAY | O4199OK0O | QNBJZ | 12.34% | $119,441,747 |
| MOMENTUM ALPHA FRONTIER | UNISON PEAK | 023IEBK54 | AGKQG | 8.55% | $105,559,962 |
| CREST WAVE ZENITH | PIONEER RADIAL | HQHPYSJ03 | ZZHS | 2.42% | $55,457,013 |
| CAPITAL CATALYST FRONTIER | PEAK VERTEX | Y105GLPPF | VCLDI | 7.08% | $70,751,227 |
| SUMMIT RADIAL PIONEER | EMBER INSIGHT | 3TB1YJF4P | OWZE | 9.33% | $16,680,134 |
| GLACIER OAK | HARBOR PATHWAY | O4Y86O6WE | NNI | 0.93% | $117,308,481 |
| SUMMIT QUANTUM FRONTIER | SIGNAL HORIZON | P6QXQ4Z5B | BIN | 2.87% | $96,966,206 |