David Matulewicz has been Co-Founder of Holos Integrated Wealth since December 2015, is a control person of the firm and directly owns between 50% and 75% of it.
Holos Integrated Wealth, LLC is a Kennett Square, PA firm with $233M under management, 225 clients and 3 advisers in one office, as of its February 2026 filing.
David Matulewicz is a Founding Partner of Holos Integrated Wealth, where he oversees the firm. He began his career nearly two decades ago at Wells Fargo, and in 2015 he joined Brian Stephenson in forming Holos Integrated Wealth. Before his financial services career he served in the United States Army.
David Matulewicz’s longest registration was 9 years at Wells Fargo Advisors, LLC (2006–2016). Before joining Holos Integrated Wealth in 2024, David Matulewicz was registered through Arkadios Wealth Advisors and Triad Hybrid Solutions, LLC.
- Holos Integrated WealthCurrent– present · 2 yearsKennett Square, PA · Adviser representative · Firm CRD 329884
- Arkadios Wealth Advisors– · 3 yearsKennett Square, PA · Adviser representative · Firm CRD 288863
- Triad Hybrid Solutions, LLC– · 4 yearsExton, PA · Adviser representative · Firm CRD 171070
- Wells Fargo Advisors, LLC– · 9 yearsWayne, PA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
David Matulewicz is registered as an investment adviser representative in Pennsylvania, since March 2024.
- PennsylvaniaSince 18 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 21 September 2015 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 13 June 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2006 |
| Series 7 | General Securities Representative Examination | 16 January 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 June 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 May 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David James Matulewicz
- CRD
- 4406746
- Firm
- Holos Integrated Wealth · CRD 329884
- Role
- Co-Founder
- Office
- 224 EAST STREET RD., OFFICE B2AB, Kennett Square, PA 19348
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- holosiw.com
Where does David Matulewicz work?
David Matulewicz has been Co-Founder of Holos Integrated Wealth, LLC since December 2015, and is a control person of the firm.
Is David Matulewicz a financial advisor?
Yes. David Matulewicz has a current investment-adviser registration in Pennsylvania, through Holos Integrated Wealth since March 2024.
How many years of experience does David Matulewicz have?
David Matulewicz has 21 years in the financial industry, since May 2005, across 4 adviser firms.
What exams has David Matulewicz passed?
David Matulewicz has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 9 and Series 10. The earliest, the Series 6, was passed in May 2005. FINRA credited David Matulewicz with the SIE, which began in October 2018.
Where did David Matulewicz work before Holos Integrated Wealth?
Before Holos Integrated Wealth, David Matulewicz was registered through Triad Hybrid Solutions, LLC, January 2016 to July 2020; Wells Fargo Advisors, LLC, February 2006 to January 2016.
Where is David Matulewicz based?
David Matulewicz’s registered office is in Kennett Square, PA.
Is David Matulewicz registered with FINRA?
No. David Matulewicz has no current broker registration.
How can I verify David Matulewicz’s record?
Search CRD 4406746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Matulewicz’s full registration record.