INTEGRATED WEALTH ADVISORS, LLC
Adviser information for INTEGRATED WEALTH ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 265 | $106.2M |
| Non-Discretionary | 3 | $1.1M |
| Total | 268 | $107.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $16.8M |
| HNW Individuals | 47 | $89.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-113842 |
|---|---|
| SEC ERA File Number | 801-113842 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145261 |
| Legal Entity Identifier | None |
Principal Office
5511 KIRKWOOD HIGHWAYWILMINGTON
DE
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (302) 442-4233, Fax: (302) 689-4110
Websites
Chief Compliance Officer
BURWELL L. HUTCHINSON, III
5511 KIRKWOOD HIGHWAY
WILMINGTON
DE
United States
Tel:
(302) 442-4233
Fax:
(302) 689-4110
B***@***************M
(Full email address available in API data)
Industry Affiliates
| INTEGRATED TAX AND BUSINESS SERVICES, LLC | Accountant or accounting firm |
| INTEGRATED TAX AND BUSINESS SERVICES, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUTCHINSON, BURWELL, LORAN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2007 | < 5% |
| INTEGRATED WEALTH MANAGEMENT, LLC | Domestic Entity | – | MEMBER AND OWNER | 01/2013 | > 75% |
| HUTCHINSON, BURWELL, LORAN | Individual | INTEGRATED WEALTH MANAGEMENT, LLC | MEMBER | 01/2013 | > 75% |