Co-Founder · Holos Integrated Wealth
David J. Matulewicz
CRD 4406746 · Named on Form ADV at one SEC-registered adviser
At a glance
Holos Integrated Wealth, an SEC-registered wealth manager based in Kennett Square, PA with $233 million in regulatory assets, lists David J. Matulewicz on its Form ADV as Co-Founder, a control person.
Firms and roles
- Holos Integrated WealthCo-FounderWealth manager · Kennett Square, PA · $233M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Brian J. StephensonCo-Founder and Chief Compliance Officer, Holos Integrated Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.