Holos Integrated Wealth

CRD 329884 · Kennett Square, PA · $233.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 329884
SEC number: 801-129668
Firm type: RIA
Assets under management: $233.1M as of Feb 27, 2026
Website: www.linkedin.com/in/david-matulewicz-916047113 ↗
Phone: 484-893-4599
Address: 224 East Street Rd., Kennett Square, PA, 19348

Advisors at this firm

3 in our index · page 1 of 1

David James MatulewiczCRD 4406746 · Kennett Square, PA

IA RegisteredRegistration inactive
Peter Walfreid QuigleyCRD 2464740 · Kennett Square, PA

IA Registered
Brian Jeffry StephensonCRD 2734808 · Kennett Square, PA

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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