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Holistic Wealth Advisors

Holistic Wealth Advisors. CRD 332918

H

CRD: 332918

Holistic Wealth Advisors

Clifton Park, NY, 12065
5183573858
$278.7M Total AUM
$278.7M Disc. AUM
-- 3Y CAGR
10 Employees
656 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
10-01-2024
Office Locations
2

Office Locations

5 Church Street Guilford CT
5 Southside Drive Suite 204 Clifton Park NY

About Holistic Wealth Advisors

Holistic Wealth Advisors is a Clifton Park-based RIA with 2 offices. The firm has been operating for 1 years. Managing $278.7M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Estate Planning.

Team overview

57 AVG AGE
$46.4M AVG AUM / ADVISOR
$424.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Wave delta Pioneer Wave signal

Investment Themes

Legacy harbor Frontier prime Zenith north

Investment Vehicles

Crest Crest

Services

Value Legacy Legacy Ridge summit Peak ridge Atlas oak

Owner & Executives

STACY ANN CLIFFORD

STACY ANN CLIFFORD

Founder, Managing Member, Owner, President

CRD
#4577816
Ownership
75% or more
(366) 455-8507
summit.wave@catalystcapital.com
in linkedin.com/in/fusion-beacon
LAKSHMI NAGARAJAN

LAKSHMI NAGARAJAN

OPERATIONS MANAGER

CRD
#4390490
Ownership
Less than 5%
(245) 476-9216
fusion.catalyst@beaconcapital.com
in linkedin.com/in/fusion-foundation
P

Pioneer atlas

Glacier frontier

CRD
#37460
Ownership
19.9%
(243) 959-3195
glacier.matrix@elementcapital.com
in linkedin.com/in/bridge-delta

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Contacts

SUE ANN DONOVAN

SUE ANN DONOVAN

--

CRD
#708424
(343) 206-7608
peak.radial@peakcapital.com
in linkedin.com/in/oak-momentum
C

CHARLES GARY DRAKE

Advisor

CRD
#4197428
(339) 476-3101
ridge.element@momentumcapital.com
in linkedin.com/in/harbor-ridge
B

Beacon pathway

Matrix ridge

CRD
#53838
(749) 367-7656
quantum.bridge@wavecapital.com
in linkedin.com/in/vertex-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-05-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $278,674,280 $221,170
Non-Discretionary $0 --
Total $278,674,280 $221,170

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Separately Managed Accounts

Total SMA Asset: $278,674,280

$278.7M Total SMA
Equity - Exchange:
24.5%
Public Funds:
20.3%
Corporate - Investment Grade:
22.3%
Cash:
14.3%
Municipal Bonds:
18.6%
Asset class Assets Assets %
Equity - Exchange $1,916,563,158 24.5%
Public Funds $1,588,009,474 20.3%
Corporate - Investment Grade $1,744,463,609 22.3%
Cash $1,118,647,068 14.3%
Municipal Bonds $1,455,023,460 18.6%
Total $7,822,706,769 100.0%

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