# Holistic Wealth Advisors

> Holistic Wealth Advisors is an SEC-registered investment advisory firm in Clifton Park, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 332918
- Filed as: HOLISTIC WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clifton Park, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332918
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-wealth-advisors-clifton-park-ny-332918

## Quick answers

**How is Holistic Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Holistic Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Holistic Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $500 an hour (Financial Planning/Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Holistic Wealth Advisors located?**
Holistic Wealth Advisors' principal office is in Clifton Park, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Holistic Wealth Advisors registered with the SEC or a state?**
Holistic Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332918.

**How much does Holistic Wealth Advisors manage?**
Holistic Wealth Advisors reports $278,674,280 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Holistic Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Holistic Wealth Advisors: Regulatory assets under management: $234,323,910 in the October 2025 data and $278,674,280 in the October 2026 data, up 19%. Total employees: 10 in October 2025 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Holistic Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (526); high net worth individuals (116); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Does Holistic Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332918

**What changed in Holistic Wealth Advisors' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $500 an hour (Financial Planning/Consulting Fees)

> Hourly fees will typically range up to $500 per hour; however, HWA may permit a higher hourly fee in certain situations.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $278,674,280
- Discretionary: $278,674,280
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 526 | $115,646,940 |
| High net worth individuals | 116 | $158,127,749 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $4,138,021 |
| Charitable organizations | 1 | $3,184 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 3 | $758,386 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, IL, MA, NC, NH, NJ, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Guilford, CT

### Websites listed on Form ADV (Item 1.I)
- [holisticwealthadvisors.com](https://holisticwealthadvisors.com)
- Facebook @HolisticWealthAdvisors
- LinkedIn @holisticwealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $234,323,910 | 10 | May 5, 2025 |
| October 2026 | $278,674,280 | 10 | October 1, 2026 |

Regulatory assets under management: $234,323,910 in the October 2025 data and $278,674,280 in the October 2026 data, up 19%.
Total employees: 10 in October 2025 and 10 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $234,323,910 to $278,674,280 (+19%).
- Employees performing advisory functions went from 5 to 6.
- Added an office in Guilford, CT.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic Wealth Advisors (CRD 332918): Form ADV filing data as of October 2026.