0001765380-24-000065.txt : 20240212 0001765380-24-000065.hdr.sgml : 20240212 20240212121009 ACCESSION NUMBER: 0001765380-24-000065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Holistic Financial Partners CENTRAL INDEX KEY: 0001729304 ORGANIZATION NAME: IRS NUMBER: 474167180 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18305 FILM NUMBER: 24618468 BUSINESS ADDRESS: STREET 1: 9959 CROSSPOINT BLVD CITY: INDIANAPOLIS STATE: IN ZIP: 46256 BUSINESS PHONE: 317-550-3400 MAIL ADDRESS: STREET 1: 9959 CROSSPOINT BLVD CITY: INDIANAPOLIS STATE: IN ZIP: 46256 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001729304 XXXXXXXX 12-31-2023 12-31-2023 Holistic Financial Partners

9959 CROSSPOINT BLVD INDIANAPOLIS IN 46256

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