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Michael Kuleana Wheelwright

Chief Compliance OfficerHolistic Finance LLCCRD 7443523

About Michael Kuleana Wheelwright

Michael Kuleana Wheelwright is listed as Chief Compliance Officer at Holistic Finance LLC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Holistic Finance LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Kuleana Wheelwright work?

Michael Kuleana Wheelwright is listed as Chief Compliance Officer at Holistic Finance LLC on SEC Form ADV.

How much of Holistic Finance LLC does Michael Kuleana Wheelwright own?

Form ADV reports a beneficial ownership band of Under 5%.

Holistic Finance LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
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