| 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 |
Holos Integrated Wealth, LLC reports $173 million in regulatory assets under management on its Form ADV.
Holos Integrated Wealth, LLC reports 2 employees.
Holos Integrated Wealth, LLC is based in Kennett Square, PA and has been SEC-registered since 2024.
Holos Integrated Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 224 East Street Rd., Office B2ab, Kennett Square, PA 19348 |
| Phone | 484-893-4599 |
| Office hours | 5-Sep |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $173M |
| Non-discretionary | $0 |
| Total (RAUM) | $173M |