3D Holistic Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management, ongoing and project-based financial planning, and cash-management advisory services to a small, concentrated client base made up primarily of high-net-worth individuals and corporations or other businesses. It does not emphasize service to retail non-high-net-worth individuals and operates as a fee-only adviser without a stated account minimum.
Investment decisions are guided by a combination of fundamental and technical analysis within a modern-portfolio-theory framework, using both passive and active funds as appropriate to clients’ goals and risk tolerances. The brochure discloses the use of derivatives and structured products within separately managed accounts and a sub-advisory relationship with SyntheticFi LLC to implement derivative-based trades (including synthetic loan/box-spread strategies).
Noteworthy distinctions include the principal’s concurrent outside employment and management roles in other investment and real estate entities, plus insurance licensure while operating on a fee-only basis and not accepting commissions for client insurance or annuity business. The firm also offers educational seminars and speaking engagements to organizations and the public, a service line that is less common among similarly structured independent advisers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning range from $1,500 to $10,000; Educational Seminars fees range from $1,000 to $10,000 per seminar or $50 to $500 per participant.
$0 - $250,000: 1.05%-1.25% $250,001 - $2,500,000: 0.95%-1.05% $2,500,001+: 0.75%-0.85%
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees paid quarterly in arrears, ranging from $150 to $1,000 per quarter; initial fixed fee up to $10,000 for initial plan construction (may be waived or reduced).
Fee-only: Firm is fee-only; compensation solely from clients, no commissions or sales-based compensation.
Main office
Irvine CA, United States
Most active in
California
Also doing business as
3 D Holistic Wealth · 3 Dhwealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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