David James Matulewicz is listed as Co-Founder at Holos Integrated Wealth, LLC in Kennett Square, PA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Holos Integrated Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David James Matulewicz work?
David James Matulewicz is listed as Co-Founder at Holos Integrated Wealth, LLC on SEC Form ADV.
How much of Holos Integrated Wealth, LLC does David James Matulewicz own?
Form ADV reports a beneficial ownership band of 50-75%.