# Whole Wealth Management

> Whole Wealth Management is a state-registered investment advisory firm in Portsmouth, NH, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated January 8, 2026.

- CRD: 145072
- Filed as: WHOLE WEALTH MANAGEMENT
- Legal name: Whole Wealth Managment LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145072
- AdvisorCensus page: https://advisorcensus.com/firm/whole-wealth-management-portsmouth-nh-145072

## Quick answers

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

**Where is Whole Wealth Management located?**
Whole Wealth Management's principal office is in Portsmouth, NH, according to its Form ADV.

**Is Whole Wealth Management registered with the SEC or a state?**
Whole Wealth Management is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145072.

**Does Whole Wealth Management 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/145072

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2007 (18 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wholewealthmanagement.com
- Facebook @wholewealthmanagement
- LinkedIn @feed

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whole Wealth Management (CRD 145072): Form ADV filing data as of October 2026.