Holos Integrated Wealth, LLC
● SEC registered since 2024CRD 329884SEC# 801-129668Kennett Square, PA
Reg. AUM
$233.1M
Employees
5
Accounts
647
Location
Kennett Square, PA
Holos Integrated Wealth, LLC assets under management
Holos Integrated Wealth, LLC is an SEC-registered investment adviser based in Kennett Square, PA. The firm has been registered since 2024. It reports $233.1 million in regulatory assets under management and employs 5 people.
Holos Integrated Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jeffry Stephenson Control | Co-Founder And Chief Compliance Officer | 50-75% | 2015 |
| David James Matulewicz Control | Co-Founder | 50-75% | 2015 |
Frequently asked questions
How much does Holos Integrated Wealth, LLC manage?
Holos Integrated Wealth, LLC reports $233.1 million in regulatory assets under management on its Form ADV.
How many employees does Holos Integrated Wealth, LLC have?
Holos Integrated Wealth, LLC reports 5 employees.
Where is Holos Integrated Wealth, LLC located?
Holos Integrated Wealth, LLC is based in Kennett Square, PA and has been SEC-registered since 2024.
Does Holos Integrated Wealth, LLC disclose fund performance?
Holos Integrated Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 224 East Street Rd., Office B2ab, Kennett Square, PA 19348 |
| Phone | 484-893-4599 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.1M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$233.1Mregulatory AUM
Discretionary $233.1M