HOLOS INTEGRATED WEALTH, LLC of KENNETT SQUARE, PA is an SEC-registered investment adviser (CRD 329884). Regulatory assets under management: $233.1M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| 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 | — |