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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATULEWICZ, DAVID, JAMES | I | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MATULEWICZ, DAVID, JAMES | I | CO-FOUNDER | D | Control |
| MATULEWICZ, DAVID, JAMES | I | CO-FOUNDER | D | Control |
| STEPHENSON, BRIAN, JEFFRY | I | CO-FOUNDER | D | Control |
| STEPHENSON, BRIAN, JEFFRY | I | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEPHENSON, BRIAN, JEFFRY | I | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (6)
DE FL LA NJ PA TX
Address
224 EAST STREET RD.OFFICE B2AB
KENNETT SQUARE, PA 19348
United States
Phone: 484-893-4599