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 serves individual and family clients with portfolio management services geared toward individuals and small businesses. Ownership is held by an individual, and the firm charges a mix of percentage-of-AUM and fixed fees. Holos reports it is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Brian 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 165Active vs passive
$200M in ETFs
48%
$95.2M
43%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $22.3M | 610,376 | 11.17% |
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
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