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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-13-2024
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 18, 2025 and February 27, 2026, reported AUM increased 34.7%, from $173.0M to $233.1M.
Across 3 reported observations, AUM increased 39.6% between May 28, 2024 and February 27, 2026, from $167.0M to $233.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 225 clients, or 75 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Holos Integrated Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID JAMES MATULEWICZ
Co-founder, Partner
- CRD
- #4406746
- Ownership
- 50% but less than 75%
BRIAN JEFFRY STEPHENSON
Chief Compliance Officer, Co-founder, Partner
- CRD
- #2734808
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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PETER WALFREID QUIGLEY
Senior Financial Advisor
- CRD
- #2464740
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Holos Integrated Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.