HOLOS INTEGRATED WEALTH
Firm details
- Headquarters
- KENNETT SQUARE, Pennsylvania
- CRD number
- 329884
- Registered since
- March 13, 2024
- 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
FINTRXOverview
Holos Integrated Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, working primarily with individual and family clients. Its pricing mixes percentage-of-AUM and fixed-fee arrangements. Holos reports it is not an active ESG investor and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
3 of 3BRIAN STEPHENSON
Founding PartnerCRD 2734808
DAVID MATULEWICZ
Founding PartnerCRD 4406746
PETER QUIGLEY
Investment Adviser RepresentativeCRD 2464740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$183M in ETFs
49%
$88.9M
42%
$93.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $19.9M | 585,255 | 10.92% |
Location
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
Similar firms
LEGACY SOLUTIONS, LLC
RIAKENNETT SQUARE, PA
UNION SQUARE CAPITAL PARTNERS, LLC
RIAKENNETT SQUARE, PA
BRANDYWINE OAK PRIVATE WEALTH LLC
RIAKENNETT SQUARE, PA
THE ARANDA GROUP ADVISORS, LLC
RIAJENKINTOWN, PA
INTEGRATED CAPITAL MANAGEMENT, INC.
RIAJESSUP, PA
ATLAS WEALTH PARTNERS LLC
RIAWYOMISSING, PA