INTEGRATED WEALTH ADVISORS, LLC
  • INTEGRATED WEALTH ADVISORS, LLC
  • INTEGRATED WEALTH ADVISORS

Adviser Profile

As of Date 06/09/2026
Registration SEC, Approved, 01/08/2026
Other registrations (3)
Former registrations

INTEGRATED WEALTH ADVISORS, LLC

ADV Location BELLEVUE, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 122,360,346
of that, discretionary 122,360,346
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 424,862
% High Net Worth 44.19%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

122M 105M 87M 70M 52M 35M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees