HOLOS INTEGRATED WEALTH, LLC
Doing business as HOLOS INTEGRATED WEALTH. SEC Form ADV profile.
Total regulatory AUM
$233,097,307
Discretionary
$233,097,307
Non-discretionary
$0
Firm details
- CRD number
- 329884
- SEC file number
- 801-129668
- Main office
- KENNETT SQUARE, PA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.