# Holistic Private Wealth, LLC

> Holistic Private Wealth, LLC is a state-registered investment advisory firm in Towson, MD, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated July 14, 2021.

- CRD: 152540
- Filed as: HOLISTIC PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: July 14, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152540
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-private-wealth-llc-towson-md-152540

## Quick answers

**How is Holistic Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holistic Private Wealth, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Holistic Private Wealth, LLC located?**
Holistic Private Wealth, LLC's principal office is in Towson, MD, according to its Form ADV.

**Is Holistic Private Wealth, LLC registered with the SEC or a state?**
Holistic Private Wealth, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152540.

**Does Holistic Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152540

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holisticprivatewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic Private Wealth, LLC (CRD 152540): Form ADV filing data as of October 2026.