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| Integrated Wealthcare LLC
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|---|---|
| CRD # | 312929 |
| SEC # | 801-121522 |
| CIK # | 0001962105 |
| AUM | 218.2 M (2026-03-26) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 866-694-6292 |
| Address | 3100 Tower Blvd Durham, NC 27707-6323 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pinnacle Financial Partners Inc | 0.6 | ||
| Apple Inc | 0.5 | ||
| Strategic Storage Trust II Inc | 0.3 | ||
| Phillips Edison - ARC Shopping Center REIT Inc | 0.3 | ||
| Independence Realty Trust Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 33.0 |
| (b) Individuals (high net worth individuals) | 52 | 153.0 |
| (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 | 32.1 |
| (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 | 792 | 218.2 |
| By Discretionary | ||
| Discretionary | 792 | 218.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 792 | 218.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.2 | |
| Total | 792 | 218.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962105] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
San BLAS Advisory Inc
✚
|
GA | 218.9 M |
|
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Foster & Wood Inc
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OR | 218.7 M |
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Capital Consulting & Asset Management Inc
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|
Griffith & Werner Inc
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GA | 218.6 M |
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Miami Valley Portfolio Management Inc
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Kempner Capital Management Inc
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TX | 218.3 M |
|
Highpass Asset Management LLC
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|
CO | 218.2 M |
|
Affinity Wealth LLC
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OH | 217.5 M |
|
Wealthtrust Asset Management LLC
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|
FL | 217.4 M |