CRD: 305027
Whole Family Financial Services, Inc.
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- Custodian
- American Funds · Capital Bank · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2019
- Office Locations
- 1
Office Locations
About Whole Family Financial Services, Inc.
Whole Family Financial Services is a Bothell, WA wealth management and financial planning firm serving families, individuals, and small business owners with multi-generational planning, implementation, and ongoing monitoring. The practice supports parents, women, medical/tech professionals, retirees, and clients in major life transitions. Led by founder Debbie Gianelli, CFP®, with 20+ years’ experience; portfolios commonly use ETFs and mutual funds (Schwab custody).
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEBORAH ANN GIANELLI
Chief Compliance Officer, Chief Executive Officer, Controller, FOUNDER
- CRD
- #2835104
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,968,001 | -- |
| Total | $65,968,001 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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