Michael K. Wheelwright

HOLISTIC FINANCE LLC

NINOLE, HI

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CRD#: 7443523

Professional summary

Michael Kuleana Wheelwright, who also goes by Michael Cundick, is a registered financial advisor currently at HOLISTIC FINANCE LLC located in Ninole, Hawaii.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Cundick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) NAME: STUDENT LOAN TUTOR LLC INV REL: N ADD: RESIDENTIAL NATURE: ASSISTING WITH STUDENT LOANS POSITION: INDEPENDENT CONTRACT CONSULTANT START DATE: 8/1/2021 NO HRS/MO: 60 NO HRS/MO DUR TRADING: 30 DUTIES: GENERAL BUSINESS GOAL SETTING AND IMPLEMENTATION 2) NAME: REORGANISM LLC INV REL:Y ADD: RESIDENTIALNATURE: CONSUTLING & MEDIA PRODUCTION POSITION: PRESIDENT START DATE: 9/25/2017 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DUTIES: ADMISTRATIVE MANAGEMENT OF THE BUSINESS ENTITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kuleana Wheelwright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2025 - Present

HOLISTIC FINANCE LLC

RIA

CRD#: 335108

NINOLE, HI

Past

January 4, 2023 - June 3, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Lehi, UT

Past

August 1, 2022 - June 3, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

Lehi, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(6/4/2025)

IAR

Louisiana
(7/3/2025)

IAR

South Dakota
(6/16/2025)

IAR

Texas
(6/1/2025)

IAR

Utah
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/23/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/30/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/13/2021

Securities Industry Essentials Examination

Current Firm

HOLISTIC FINANCE LLC

CRD#: 335108 / SEC#: 801-132342

RIA

Registered Investment Advisory firm - (4/25/2025 120-Day Approval)

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Contact information

Main Address

Ninole, HI

Mailing Address

475 Kinoole St., Ste. 102 Pmb 300, Hilo, HI 96720

Phone number

(808) 746-7774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (10/8/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 1,574,131

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael K. Wheelwright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kuleana Wheelwright's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLISTIC FINANCE LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/23/2022

Series 7TO

Date: 7/30/2022

SIE

Date: 8/13/2021

Current Firm

HOLISTIC FINANCE LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOLISTIC FINANCE LLC

TRUST BUT VERIFY

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