Unclaimed Profile

David James Matulewicz

HOLOS INTEGRATED WEALTH, LLC·KENNETT SQUARE, Pennsylvania

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record20 years registeredHOLOS INTEGRATED WEALTH, LLC

224 EAST STREET RD., KENNETT SQUARE, PA 19348CRD# 4406746Firm CRD# 329884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Matulewicz · KENNETT SQUARE, PA

Registration

CRD #4406746 · HOLOS INTEGRATED WEALTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HOLOS INTEGRATED WEALTH

Mar 2024 – present

ARKADIOS WEALTH ADVISORS

Jun 2020 – May 2024

Kennett Square, PA

TRIAD HYBRID SOLUTIONS, LLC

Jan 2016 – Jul 2020

Exton, PA

WELLS FARGO ADVISORS, LLC

Feb 2006 – Jan 2016

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · February 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOLOS INTEGRATED WEALTH, LLC

CRD 329884 · SEC 801-129668

AUM

$167M

Regulatory assets under management

Employees

550 client accounts

Services offered by HOLOS INTEGRATED WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOLOS INTEGRATED WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does David James Matulewicz offer?

David James Matulewicz specializes in Financial Planning, Investment Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.

What are David James Matulewicz's credentials?

David James Matulewicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Matulewicz located?

David James Matulewicz is based in KENNETT SQUARE, Pennsylvania, working with HOLOS INTEGRATED WEALTH, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.

How does David James Matulewicz charge for services?

David James Matulewicz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLOS INTEGRATED WEALTH, LLC?

HOLOS INTEGRATED WEALTH, LLC has approximately 2 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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