# HOLOS INTEGRATED WEALTH, LLC

HOLOS INTEGRATED WEALTH, LLC of KENNETT SQUARE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 329884
- Type: SEC-registered investment adviser
- SEC file number: 801-129668
- Location: 224 EAST STREET RD., OFFICE B2AB, KENNETT SQUARE, PA, 19348
- Phone: 484-893-4599
- Latest filing: 2026-02-27
- Regulatory AUM: $233.1M
- Discretionary AUM: $233.1M
- Clients: 5
- Accounts: 647

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David James Matulewicz | CO-FOUNDER | — |
| Brian Jeffry Stephenson | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | — |
| MATULEWICZ DAVID JAMES | CO-FOUNDER; CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | — |
| STEPHENSON BRIAN JEFFRY | CO-FOUNDER; CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329884/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329884/similar
- Related entities: https://search.stillhousedata.com/firm/329884/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329884

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.