HOLOS INTEGRATED WEALTH
HOLOS INTEGRATED WEALTH, LLC Legal Name
Adviser information for HOLOS INTEGRATED WEALTH last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-129668 |
|---|---|
| SEC ERA File Number | 801-129668 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329884 |
| Legal Entity Identifier | None |
Principal Office
224 EAST STREET RD.OFFICE B2AB
KENNETT SQUARE
PA
United States
Monday - Friday, 9-5
Tel: 484-893-4599, Fax: None
Chief Compliance Officer
DAVID MATULEWICZ
224 EAST STREET RD.
OFFICE B2AB
KENNETT SQUARE
PA
United States
Tel:
484-893-4599
Regulatory Contact
STEVE PARKER
COMPLIANCE CONSULTANT
2987 CLAIRMONT ROAD
SUITE 200
ATLANTA
GA
United States
Tel:
4044904060
S******@**********M
(Full email address available in API data)
Industry Affiliates
| DELTA CONSULTING PARTNERS | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MATULEWICZ, DAVID, JAMES | Individual | – | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | 12/2015 | 50-75% |
| STEPHENSON, BRIAN, JEFFRY | Individual | – | CO-FOUNDER | 12/2015 | 50-75% |