Investment adviser · CRD 329884
HOLOS INTEGRATED WEALTH
Investment adviser filing (IA)
HOLOS INTEGRATED WEALTH, LLC
KENNETT SQUARE, PA, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $233M Form ADV · Item 5.F
- Client accounts
- 647 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 81 | $185,341,999 | 79.5% |
| Individuals | 144 | $47,726,308 | 20.5% |
| Charities | Fewer than 5 | $29,000 | 0.0% |
Filing source
Form ADV 2058928 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
224 EAST STREET RD., OFFICE B2ABKENNETT SQUARE, PA, 19348, United States
CRD 329884
Filing source
Form ADV 2058928 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.