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MONEY HOLISTICS
BOUNDLESS WEALTH LLC
CRD 321221
5611 CAMPBELL RD, HOUSTON, TX, 77041, United States
Phone
832-933-5959
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.1M
Discretionary AUM
$27.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $16.0M |
| High net worth individuals | 8 | $11.1M |
All web addresses on file
- https://www.boundlessplan.com/
- http://www.twitter.com/boundlessjosh
- https://www.facebook.com/Boundlesswealthllc
- https://www.linkedin.com/in/joshua-humada-crpc-%C2%AE-aams%E2%84%A2-577158254/
- https://www.linkedin.com/company/boundlesswealth/
- https://www.instagram.com/joshhumada/
- https://www.moneyholistics.com
Official SEC filing: View on IAPD