KENNETT SQUARE, PACRD 329884Latest ADV February 27, 2026
Holos Integrated Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kennett Square, PA. Its latest Form ADV filing, dated February 27, 2026, reports $233M in regulatory assets under management, 5 employees, and 647 accounts.
Assets Under Management
$233M
Employees
5
Offices
--
Total Clients
225
Primary office
KENNETT SQUARE, PA
224 EAST STREET RD., OFFICE B2AB, KENNETT SQUARE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
144
2
HNWI
36.0%
81
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of February 27, 2026
Discretionary100.0%
$233M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$233M
Total Accounts647
10Y AUM Change+$233M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee45:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.