|
⚲
|
| Holos Integrated Wealth LLC
✚
|
|
|---|---|
| CRD # | 329884 |
| SEC # | 801-129668 |
| CIK # | 0002080096 |
| AUM | $233.1 M (2026-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 484-893-4599 |
| Address | 224 East Street Rd Kennett Square, PA 19348 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Legacy Education Inc | 9.6 | ||
| Apple Inc | 2.5 | ||
| Sprott Physical Gold Trust | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Tesla Motors Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 47.7 |
| (b) Individuals (high net worth individuals) | 81 | 185.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 647 | 233.1 |
| By Discretionary | ||
| Discretionary | 647 | 233.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 647 | 233.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.1 | |
| Total | 647 | 233.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002080096] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Management Advisor Group LLC
✚
|
CA | 0.2 |
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Anchor Wealth Management Group LLC
✚
|
FL | 0.2 |
|
D C Voss & Company LLC
✚
|
0.2 | |
|
Guidedmoney LLC
✚
|
0.2 | |
|
Trimarc Wealth Management LLC
✚
|
0.2 | |
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Conway Capital Management Inc
✚
|
CA | 0.2 |