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Holistic Financial Partners
INDIANAPOLIS, IN
CRD: 170913
In network coverage since September 1, 2026 · 1 story
$445MRegulatory AUMSEC Form ADV · Aug 16
6EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Network coverage
M&A
Allworth's $947M double deal is a tax-capability bet
Two tax-led firms push Allworth past $40 billion and show where its private-equity capital is going.