Firm profile

HOLISTIC WEALTH ADVISORS

CLIFTON PARK, NYCRD 332918Latest ADV March 30, 2026

Holistic Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clifton Park, NY. Its latest Form ADV filing, dated March 30, 2026, reports $279M in regulatory assets under management, 10 employees, 1 office, and 1,260 accounts.

Assets Under Management
$279M
Employees
10
Offices
1 office
Total Clients
656
Primary office
CLIFTON PARK, NY
5 SOUTHSIDE DRIVE, SUITE 204, CLIFTON PARK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey S. Sargent

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.2% of total clients.
Top client categories% of clientsClients
1
Individuals
80.2%
526
2
HNWI
17.7%
116
3
Pension Plans
1.5%
10
4
Corporations
0.5%
3
5
Charitable
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$279Mas of March 30, 2026
Discretionary100.0%
$279M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$279M
Total Accounts1,260
10Y AUM Change+$279M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee66:1
10Y Employee Change+1 (+11.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.