# HOLOS INTEGRATED WEALTH

HOLOS INTEGRATED WEALTH is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/david-matulewicz-916047113

## Regulatory record

- **CRD number:** 329884
- **SEC file number:** 801-129668
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329884

## About

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.

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Last updated: 2026-07-06T01:24:18.394Z

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