HOLOS INTEGRATED WEALTH, LLC
Legal name: HOLOS INTEGRATED WEALTH
CRD #329884 SEC #801-129668 KENNETT SQUARE, PA 484-893-4599
SEC Registered
Total AUM
$173M
Discretionary
$173M
Employees
2
Clients
0
Accounts
560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $173M | $173M | $0 | 2 | 0 |
| May 2024 | $167M | $167M | $0 | 2 | 0 |
DateMar 2025
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees2
Clients0