Advisor Disclosures

This page carries the regulatory disclosures of Boundless Wealth LLC d/b/a Money Holistics, the investment advisor affiliated with MoneyYogi LLC through common ownership. It describes the advisor only. Software and educational programs are provided by MoneyYogi LLC under separate terms.

1. Advisor identity and registration

Boundless Wealth LLC d/b/a Money Holistics is an investment advisor registered with the State of Texas. Registration does not imply a certain level of skill or training. The firm provides advisory services to clients in other states only where it is properly registered, exempt from registration, or excluded from registration requirements, including under applicable de minimis provisions.

2. Form ADV

The firm's registration record, including Form ADV, is available on the Investment Advisor Public Disclosure website. Search for firm number 321221, or go directly to the firm record:

adviserinfo.sec.gov firm 321221

A copy of Form ADV Part 2A (the firm brochure) and Part 2B (the brochure supplement) is available free of charge on request at any time. Email josh@moneyholistics.com or call (832) 933-5959 and a copy will be sent to you at no cost and with no obligation.

3. Fees

Advisory fees are $299 per month plus 0.50% of assets under management annually, subject to a $250,000 investable minimum. Fees are negotiable. You also pay the internal expenses of the funds used in your portfolio, which are paid to the fund companies and not to the firm. A complete description of services, fees, conflicts of interest, and business practices is contained in Form ADV Part 2A.

This page describes the firm's current fee structure. Existing clients are governed by the terms of the agreements they have signed, and nothing on this page changes or describes those agreements.

4. Risk disclosures

Investing involves risk, including the possible loss of principal. No investment strategy, including asset allocation and diversification, assures success or protects against loss in a declining market. Past performance is not indicative of future results, and no representation is made that any account will or is likely to achieve results similar to any performance shown or described.

Content on this website is general information and education. It is not individualized investment, tax, or legal advice, and it is not an offer or solicitation in any jurisdiction where the firm is not authorized to do business. Advisory clients receive personalized advice under a separate written agreement.

5. Your obligation to keep us current

Advice depends on accurate information. Please advise the firm in writing, promptly, of any change in your financial situation, investment objectives, time horizon, or risk tolerance, and of any restrictions you wish to place on the management of your account. If you have not received a change in circumstances request from us, or if you believe our records may be out of date, contact us using the details below.

6. Social media and advertising

Comments, likes, follows, shares, and third-party postings on the firm's social media accounts are not testimonials or endorsements, are not solicited or compensated, and should not be interpreted as reflecting the experience of any client. The firm does not pay for reviews, ratings, or rankings. Links to third-party content are provided for convenience only and do not imply endorsement of that content or its authors.

7. Email and electronic communication

Email is not a secure medium. Please do not send private information such as account numbers, Social Security numbers, or login credentials by email. Do not send trading instructions or requests to move money by email, text, or voicemail. Those requests are not accepted through those channels and will not be acted on. Electronic messages may be delayed, intercepted, lost, or contain viruses, and the firm is not responsible for messages that are not received.

8. Privacy Notice of Boundless Wealth LLC d/b/a Money Holistics

This notice describes how the advisor handles the personal information of advisory clients and prospective clients. It is separate from the MoneyYogi LLC privacy notice, which covers use of the MoneyYogi software.

What we collect

Information you give us on applications, agreements, and questionnaires, including name, address, phone number, email address, date of birth, Social Security or tax identification number, income, assets, debts, employment, family situation, investment objectives, and risk tolerance. Information about your transactions and holdings with us and with the custodians and platforms we use on your behalf. Information from consumer reporting agencies and other third parties where needed to open or service an account.

How we share it

We share personal information only as needed to provide our services and as permitted by law, for example with the account custodian, the portfolio and planning platforms we use, service providers bound by confidentiality obligations, and regulators or others where required by law or legal process. We do not share personal information with anyone for their own marketing purposes.

One of the planning platforms we use is the MoneyYogi application, published by MoneyYogi LLC, a software company under common ownership with the firm. When you use the application as part of your advisory engagement, the information you enter into it or connect to it is collected and stored by MoneyYogi LLC under its own privacy notice, and the firm accesses it within the application solely to provide your advisory services. The firm does not otherwise provide your personal information to MoneyYogi LLC, and MoneyYogi LLC does not use information from your advisory relationship to market to you. You are not required to use the application to be an advisory client.

We do not sell your personal information. Mobile phone numbers and any consent to receive text messages are never shared with third parties or affiliates for marketing or promotional purposes.

How we protect it

We maintain physical, electronic, and procedural safeguards designed to protect your information, and we restrict access to employees and service providers who need it to provide services to you. Access to systems is limited, credentials are protected, and vendors are reviewed for their handling of client information.

Retention and disposal

We retain client records for as long as required by applicable recordkeeping rules and for as long as needed to service the relationship. When records are no longer required, they are disposed of in a manner designed to prevent unauthorized access, including shredding of paper records and secure deletion of electronic records.

If the relationship ends

If you close your accounts or become an inactive client, we continue to handle your information as described in this notice for as long as we retain it. You may ask questions about this notice, or request a copy, at any time using the contact details below.

9. Website terms of use

These terms apply to your use of the pages on this website that describe Boundless Wealth LLC d/b/a Money Holistics. They are separate from the MoneyYogi Terms of Service, which is a different document and binds MoneyYogi LLC only.

• Content on these pages is provided for general information. It does not create an advisory relationship, and no advisory relationship exists until a written agreement is signed by both you and the firm.
• Content may be changed or removed at any time without notice, and information may become out of date.
• Text, graphics, and marks on these pages are owned by the firm or its licensors, and may not be reproduced or redistributed without permission.
• Links to third-party websites are provided for convenience. The firm is not responsible for the content, accuracy, or privacy practices of those sites.
• To the extent permitted by law, the firm is not liable for any loss arising from your use of, or reliance on, information presented on these pages.

10. Contact

Boundless Wealth LLC d/b/a Money Holistics
Houston, Texas
(832) 933-5959
josh@moneyholistics.com

11. Advisory client login

Existing advisory clients can reach their platforms here.

• Altruist: Investment accounts
• MoneyYogi: Money management dashboard