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HOLOS INTEGRATED WEALTH
HOLOS INTEGRATED WEALTH, LLC
CRD 329884 · SEC 801-129668
224 EAST STREET RD., OFFICE B2AB, KENNETT SQUARE, PA, 19348, United States
Phone
484-893-4599
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.1M
Discretionary AUM
$233.1M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $47.7M |
| High net worth individuals | 81 | $185.3M |
States served
DE, LA, NJ, PA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD