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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2022
- Office Locations
- 1
Office Locations
About Money Holistics
Money Holistics is a Houston-based RIA providing integrated financial planning and investment management, including tax planning, insurance needs analysis, and estate/charitable planning. The firm runs a monthly service calendar anchored by its “Elements” scorecard—tracking metrics like equity, savings, debt, and tax rates—and delivers updated, easy-to-follow reports with recommendations. Primarily serves retail clients (incl. entrepreneurs); portfolios commonly use ETFs and mutual funds and are custodied at Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 72 clients, or 72 clients per representative. That equates to $375.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on September 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Money Holistics record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA MASON HUMADA
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #6654596
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,060,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,060,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Money Holistics has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.