Holistic Planning

Comprehensive Wealth Management, LLC Finance iPhoneiPadiPod touch

Holistic Planning is a free Finance app for iPhone and iPad by Comprehensive Wealth Management, LLC. Requires iOS 15.6. Updated February 5, 2026.

Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 5; 2026 · v5.22.1

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About Holistic Planning

CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.

What’s new

Version 5.22.1 · Updated February 5, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Comprehensive Wealth Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Holistic Planning is a free Finance app for iPhone, iPad and iPod touch, developed by Comprehensive Wealth Management, LLC. It requires iOS 15.6 or later and is 61 MB to download. It was first released on April 20, 2023 and last updated on February 5, 2026.

Category: Finance
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: April 20, 2023
Last updated: February 5, 2026
Developer: Comprehensive Wealth Management, LLC

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Alternatives to Holistic Planning

Looking for apps like Holistic Planning? Here are 6 similar apps on the App Store. The highest rated is Holistic Planning+ (5.0/5), and all 6 are free to download.

Holistic Planning vs. alternatives
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Holistic Planning	–	Free	February 5, 2026
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