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August 12, 2025 08:00 ET | Source: Ascendia Partners

Holistic Wealth Advisors Announces Launch as Fully Independent RIA

Holistic Wealth Advisors launches as an independent RIA, managing $350M+ in assets, offering personalized financial planning and investment management.
July 22, 2025 10:00 ET | Source: Ascendia Partners

Ascendia Partners supports $350 Million RIA, Holistic Wealth Advisors

Ascendia Partners supports Holistic Wealth Advisors, a $350M woman-owned RIA, providing full guidance for independence, growth, and strategic planning.