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⚲
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| Integrated Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 145261 |
| SEC # | 801-113842 |
| CIK # | |
| AUM | $107.4 MM (2024-03-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 302-442-4233 |
| Address | 5511 Kirkwood Highway Wilmington, DE 19808 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 16.8 |
| (b) Individuals (high net worth individuals) | 47 | 89.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 107.4 |
| By Discretionary | ||
| Discretionary | 265 | 106.2 |
| Non-Discretionary | 3 | 1.1 |
| Total | 268 | 107.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.4 | |
| Total | 268 | 107.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clarus Group LLC
✚
|
NY | 0.1 |
|
ATX Financial Planning LLC
✚
|
TX | 0.1 |
|
Montchanin Asset Management LLC
✚
|
DE | 0.1 |
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |
|
International Management Advisors Ltd
✚
|
OH | 0.1 |
|
Investment Office Resources LLC
✚
|
MO | 0.1 |
|
Financial Counseling Associates Inc
✚
|
CO | 0.1 |
|
Grantvest Financial Group LLC
✚
|
NJ | 0.1 |
|
Clear Sky Financial LP
✚
|
TX | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |