A complete list of active advisors currently associated with Olistico Wealth, LLC

Warmer can help you find a great advisor at Olistico Wealth, LLC or one who fits your needs even better.

Olistico Wealth, LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plan clients. The firm manages approximately $371.5 million in client assets and administers portfolios through a sponsored wrap fee program, while also offering estate planning support and access to private fund investments for suitable (typically accredited) investors. Olistico builds individualized investment policy statements and constructs diversified portfolios using bonds, equities, ETFs, mutual funds and alternative investments, employing analytical approaches that include fundamental, quantitative, technical and modern portfolio theory. The firm uses both long- and short‑term trading strategies and may employ options trading, short sales and margin transactions, and it integrates private fund commitments, capital calls, distributions and consolidated performance reporting into client accounts. Distinctive operational features include an explicit emphasis on private placements—conducting ongoing manager due diligence and discretionary handling of private fund cash flows—and the firm’s documented use of derivatives and borrowing within managed accounts, practices that are less common among peer team firms. A representative of the firm is also an independent licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Olistico Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.