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INTEGRATED WEALTH ADVISORS, LLC
CRD 314575 · SEC 801-135128
500 108TH AVE NE, #1100, BELLEVUE, WA, 98004, United States
Phone
425-818-0717
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.4M
Discretionary AUM
$122.4M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $19.1M |
| High net worth individuals | 38 | $103.2M |
| Corporations/business entities | 2 | $95K |
States served
WA, TX
All web addresses on file
Official SEC filing: View on IAPD