Holos Integrated Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$233,097,307
Total clients
225
36% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
75
Average account size
$1,035,988
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 location
Holos Integrated Wealth
224 East Street Rd., Office B2 Ab
Kennett Square PA 19348, United States
Number of offices
1
Most active in
Delaware · Florida · Louisiana · New Jersey · Pennsylvania · Texas · Wisconsin
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.
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