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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 uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was HOLOS INTEGRATED WEALTH's Altss profile last updated?
HOLOS INTEGRATED WEALTH's source record was modified on July 6, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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