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INTEGRATED WEALTHCARE, LLC
CRD 312929 · SEC 801-121522
3100 TOWER BLVD, STE 1605, DURHAM, NC, 27707-6323, United States
Phone
866-694-6292
Fax
866-667-3599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.2M
Discretionary AUM
$218.2M
Team
11 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersOUTSOURCED CIO MODEL
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $33.0M |
| High net worth individuals | 52 | $153.0M |
| Pension/profit sharing plans | 8 | $32.1M |
States served
LA, NC, PA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD