Holos Integrated Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holos Integrated Wealth is an SEC-registered advisory that manages roughly $233 million on behalf of about 225 clients, serving individuals (including high-net-worth clients), trusts, estates, pension/profit-sharing plans, and small businesses. The firm provides discretionary wealth management and investment management services and also advises on retirement plan rollovers; it no longer offers financial planning as a standalone service.
The firm follows a long-term, goals-based investment process that blends macroeconomic, fundamental, cyclical and technical analysis to build customized portfolios across equities, fixed income, ETFs, listed options and select alternatives. Portfolios are managed on a discretionary basis with regular monitoring and the firm permits reasonable client-imposed investment constraints.
Holos discloses recurring referral and compensation arrangements with outside accountants under asset purchase agreements and provides specific disclosures to clients referred under those arrangements, an acquisition/ referral structure highlighted in its brochure. The firm also documents less-common practices such as case-by-case reimbursement of clients’ tax-preparation fees and a recent change noting that its investment adviser representatives are no longer independently licensed as insurance agents.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.0% $3,000,000+: 0.85%
Main office
224 East Street Rd., Office B2 Ab
Kennett Square PA 19348
Advisors at this office
3
Most active in
Delaware · Florida · Louisiana · New Jersey · Pennsylvania · Texas · Wisconsin
Also doing business as
Holos Integrated Wealth · Holos Integrated Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter Q
Series 63, Series 65
Kennett Square, PA
Holos Integrated Wealth
Peter Quigley is a financial advisor at Holos Integrated Wealth with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Renvyle Partners, LLC for 20 years and RBC Capital Markets for one year. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth manages approximately $233 million for about 225 clients, including individuals, trusts, estates, pension plans, and small businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to create customized discretionary portfolios.
Brian S
Series 63, Series 65
Kennett Square, PA
Holos Integrated Wealth
Brian Stephenson is a financial advisor at Holos Integrated Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Outside of investment advisory, he is involved with insurance-related activities through Delta Consulting Partners, LLC. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.
David M
Series 63, Series 65
Kennett Square, PA
Holos Integrated Wealth
David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.
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