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HOLOS INTEGRATED WEALTH
HOLOS INTEGRATED WEALTH is an SEC-registered investment adviser in Kennett Square, PA, registered since 2024. The firm manages approximately $233 million in...
HOLOS INTEGRATED WEALTH
HOLOS INTEGRATED WEALTH is an SEC-registered investment adviser in Kennett Square, PA, registered since 2024. The firm manages approximately $233 million in regulatory assets. It has 5 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What is HOLOS INTEGRATED WEALTH?
HOLOS INTEGRATED WEALTH is a multi family office tracked on Altss.
What does Altss track for HOLOS INTEGRATED WEALTH?
Altss maintains an OSINT-verified profile of HOLOS INTEGRATED WEALTH covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is HOLOS INTEGRATED WEALTH?
HOLOS INTEGRATED WEALTH is classified by Altss as a Multi Family Office.
How does Altss source intelligence on HOLOS INTEGRATED WEALTH?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was HOLOS INTEGRATED WEALTH's Altss profile last updated?
HOLOS INTEGRATED WEALTH's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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