| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Kuleana Wheelwright Control | Chief Compliance Officer | Under 5% | 2025 |
| Zachary Alan Geist Control | Managing Member | Over 75% | 2017 |
Holistic Finance LLC reports $1.6 million in regulatory assets under management on its Form ADV.
Holistic Finance LLC reports 3 employees.
Holistic Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 808-746-7774 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $1.6M |