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Est. 2026The front page of wealth managementNew York

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Managing Member · Holistic Finance LLC

Zachary A. Geist

CRD 4385986 · Named on Form ADV at one SEC-registered adviser

At a glance

Holistic Finance LLC, an SEC-registered wealth manager with $14 million in regulatory assets, lists Zachary A. Geist on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Zachary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.