|
⚲
|
| Integrated Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 314575 |
| SEC # | 801-135128 |
| CIK # | |
| AUM | $122.4 M (2026-06-09) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 425-818-0717 |
| Address | 500 108th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 19.1 |
| (b) Individuals (high net worth individuals) | 38 | 103.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 122.4 |
| By Discretionary | ||
| Discretionary | 288 | 122.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 122.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.4 | |
| Total | 288 | 122.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Every Securities LLC
✚
|
CA | 0.1 |
|
Main Line Group Wealth Management LLC
✚
|
0.1 | |
|
Maynerich Financial
✚
|
IL | 0.1 |
|
Castlebar Asset Management LLC
✚
|
KS | 0.1 |
|
Coast Advisory LLC
✚
|
WI | 0.1 |
|
Pegasus Financial Group LLC
✚
|
VA | 0.1 |
|
Arbor Financial Services LLC
✚
|
IL | 0.1 |
|
Pacific Coast Investment Advisors LLC
✚
|
OR | 0.1 |
|
Apex Wealth Advisors LLC
✚
|
0.1 | |
|
Condon Wealth Management Inc
✚
|
MA | 0.1 |