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INTEGRATED WEALTH CONCEPTS LLC

CRD 284656 · SEC 801-108179

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200 5TH AVENUE, 4TH FLOOR, WALTHAM, MA, 02451, United States

Phone

(781) 890-3045

Fax

(781) 890-5624

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$18.92B

Discretionary AUM

$18.92B

Team

493 total employees; 491 advisory reps; 875 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals16024$5.21B
High net worth individuals9250$13.08B
Pension/profit sharing plans273$219.7M
Charitable organizations68$103.0M
Corporations/business entities283$305.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD