Holistic Wealth Advisors
- Regulatory AUM
- $279M
- Discretionary
- $279M
- Clients
- 656
- Avg AUM / client
- $425K
- Accounts
- 1,260
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 526 | $116M | 41.5% |
| High net worth individuals | 116 | $158M | 56.7% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 10 | $4.1M | 1.48% |
| Charitable organizations | 1 | $3.2K | 0.0% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 3 | $758K | 0.27% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Spencer Sargent | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Stacy Ann Clifford | Managing Member/Owner | Oct 2024 (2y) | 75% or more | |
| Lakshmi Nagarajan | Registered representative | CFP | Dec 2024 (2y) | |
| Charles Gary Drake | Registered representative | Dec 2024 (2y) | ||
| Michael Franklin Mccamy | Registered representative | Dec 2024 (2y) | ||
| Sue Ann Donovan | Registered representative | Dec 2024 (2y) | ||
| Thomas Andrew Lynch | Registered representative | CFP Chartered Financial Consultant | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 02, 2026.
View current Form ADV (SEC/IAPD) ↗