Holos Integrated Wealth
Holos Integrated Wealth is an SEC-registered wealth manager in Kennett Square, PA with $233.1M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Holos Integrated Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329884, SEC 801-129668, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $233.1M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Kennett Square, PA
- Employees
- 5
- Clients
- 225
- CRD
- 329884
- Ownership
- MATULEWICZ, DAVID, JAMES; STEPHENSON, BRIAN, JEFFRY
How much AUM does Holos Integrated Wealth have?
Holos Integrated Wealth reported $233.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Holos Integrated Wealth?
Disclosed owners and executives of Holos Integrated Wealth include MATULEWICZ, DAVID, JAMES, STEPHENSON, BRIAN, JEFFRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.