This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$233MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$233M

Private client RAUM

$233MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$77.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

647

Individual clients

144

High net worth clients

81

SEC number

801-129668

CRD

329884

Filings on the tape

4

First filed

Feb 12, 2024

Latest filed

Feb 27, 2026

Organised

Limited Liability Company, PA

• Occurred

  May 1, 2024
  Team lift-out

  2 advisors left Arkadios Wealth Advisors (Kennett Square, PA) for Holos Integrated Wealth on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Feb 12, 2024
  First Form ADV filing

  Holos Integrated Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc199401-58de-ecba-249c-a6bb4c2864c5

First observed

Feb 12, 2024

Last observed

Feb 27, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.