H
CRD: 329884
Holos Integrated Wealth
Kennett Square, PA, 19348
4848934599
$233.1M Total AUM
$233.1M Disc. AUM
-- 3Y CAGR
5 Employees
225 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 03-13-2024
- Office Locations
- 1
Office Locations
224 East Street Rd. Office B2ab Kennett Square PA
About Holos Integrated Wealth
Holos Integrated Wealth is a Kennett Square-based RIA. The firm has been operating for 2 years. Managing $233.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance.
Team overview
52 AVG AGE
$77.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Prime peak Radial Vital pioneer
Client Personas
Beacon harbor
Investment Themes
Value Crest focus
Investment Vehicles
Foundation Alpha horizon
Services
Quantum Crest
Technology
Legacy
Owner & Executives
D
DAVID JAMES MATULEWICZ
Co-founder, Partner
- CRD
- #4406746
- Ownership
- 50% but less than 75%
(468) 392-2524
element.momentum@meridiancapital.com
in linkedin.com/in/capital-glacier
BRIAN JEFFRY STEPHENSON
Chief Compliance Officer, Co-founder, Partner
- CRD
- #2734808
- Ownership
- 50% but less than 75%
(478) 891-3912
zenith.unison@momentumcapital.com
in linkedin.com/in/catalyst-oak
Showing 2 of 2 owners & executives
Unlock allContacts
P
PETER WALFREID QUIGLEY
--
- CRD
- #2464740
(391) 505-1169
quantum.momentum@meridiancapital.com
in linkedin.com/in/glacier-capital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,097,307 | $360,274 |
| Non-Discretionary | $0 | -- |
| Total | $233,097,307 | $360,274 |
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Separately Managed Accounts
Total SMA Asset: $233,097,307
Public Funds:
33.5% Cash:
7.9% Equity - Exchange:
28.2% U.S. Government/Agency:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,437,601,420 | 33.5% |
| Cash | $574,837,350 | 7.9% |
| Equity - Exchange | $2,051,951,046 | 28.2% |
| U.S. Government/Agency | $2,212,032,333 | 30.4% |
| Total | $7,276,422,149 | 100.0% |