Michael Kuleana Wheelwright
Investment adviser representative at Holistic Finance LLC
15 yearsExperience
5 statesRegistered in
$14.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Holistic Finance LLCMay 2025 to now
- Student Loan Tutor LLCAug 2021 to now
- Reorganism LLCSep 2017 to now
- MML Investors Services, LLCAug 2022 to May 2025
- Massmutual Life Insurance CompanyNov 2019 to Apr 2025
- Artists for Local AgricultureDec 2011 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (HI, LA, SD, TX, UT).
Holistic Finance LLC
$14.2MAssets managed
265Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7443523
- Firm CRD
- 335108