HOLISTIC FINANCIAL PARTNERS, LLC
SEC file number 801-79580
· INDIANAPOLIS, IN
https://holistichabitatclt.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$343M
Discretionary AUM
$343M
Employees
6
Clients
—
Firm
- Address
- 9959 CROSSPOINT BOULEVARD
INDIANAPOLIS, IN 46256 - Phone
- —
- Website
- https://holistichabitatclt.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Etico Financial, Inc. Medium name-match confidence · CIK 2066558 · NY
- HANMI FINANCIAL CORP Medium name-match confidence · CIK 1109242 · CA
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
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HANMI FINANCIAL CORP · D · Aug 6, 2026$55M
-
HBT Financial, Inc. · D · Apr 9, 2026$85M
-
M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
-
F&M FINANCIAL CORP · D · Jul 16, 2025$60M
-
Etico Financial, Inc. · D · May 9, 2025$11.1M
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
-
W FINANCIAL FUND, LP · D/A · Jan 29, 2025