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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Wealthcare LLC
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|---|---|
| CRD # | 312929 |
| SEC # | 801-121522 |
| CIK # | 0001962105 |
| AUM | $144.9 M (2025-04-28) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 866-694-6292 |
| Address | 3100 Tower Blvd Durham, NC 27707-6323 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 29.5 |
| (b) Individuals (high net worth individuals) | 39 | 101.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 13.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 712 | 144.9 |
| By Discretionary | ||
| Discretionary | 712 | 144.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 712 | 144.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.9 | |
| Total | 712 | 144.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TNT Asset Management LLC
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|
TX | 0.1 |
|
Hallett Investments LLC
✚
|
WA | 0.1 |
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 0.1 |
|
Reach Wealth Management LLC
✚
|
UT | 0.1 |
|
Decamilla Capital Management LLC
✚
|
CA | 0.1 |
|
Bennett Associates Wealth Management
✚
|
PA | 0.1 |
|
Arch Global Advisors LLC
✚
|
NY | 0.1 |
|
Newground Social Investment SPC
✚
|
WA | 0.1 |
|
Zidel Financial Inc
✚
|
CO | 0.1 |
|
Newbury Capital Management LLC
✚
|
CA | 0.1 |