Holos Integrated Wealth

RIASEC Registered
Total AUM
$233M
Discretionary
$233M
100% of AUM
Avg account
$360K
Accounts
647
Employees
5
Advisory reps
3

Firm details

Headquarters
Kennett Square, Pennsylvania
CRD number
329884
Registered since
March 13, 2024
Website
www.holosiw.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI79.51%
  • Individuals20.47%
  • Charitable Organizations0.01%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Holos Integrated Wealth is an independent, individually owned limited liability company that provides portfolio management primarily for individuals and small businesses. The firm charges clients via a percentage-of-AUM model and fixed fees and is registered with the SEC (registered in 2024). Holos does not present itself as an ESG-focused adviser, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Non-Exchange Traded Equities 15%, Cash & Cash Equivalents 10%, US Government Bonds 3%, State & Local Bonds 2%70%
  • Exchange Traded Equities70%
  • Non-Exchange Traded Equities15%
  • Cash & Cash Equivalents10%
  • US Government Bonds3%
  • State & Local Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 174

Active vs passive

$205M in ETFs

Passive

47%

$97.2M

Active

43%

$108M

ETFProviderStyleCategoryValueShares% of portfolio
FT VEST LADDERED BUFFER ETF (BUFR)ActiveOptions Trading$24.2M641,17411.76%
Unlock additional holdings →

Location

Primary office

Kennett Square, PA

Chester

Location

Kennett Square, PA

Headquartered in Kennett Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
224 E Street Rd
Time zone
ET (UTC-5)
Office locations

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