INTEGRATED WEALTHCARE, LLC
Adviser information for INTEGRATED WEALTHCARE, LLC last updated from Form ADV on March 19th, 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 | North Carolina, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 376 | $111.1M |
| Non-Discretionary | 28 | $6.5M |
| Total | 404 | $117.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $2.3M |
| HNW Individuals | 72 | $105.3M |
| 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 | $10.0M |
| 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 | 102 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)OUTSOURCED CIO MODEL |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
3100 TOWER BLVDSTE 1660
DURHAM
NC
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 866-694-6292, Fax: 866-667-3599
Chief Compliance Officer
MICHAEL SHAYNE RUFFING
FOUNDER
3100 TOWER BLVD
STE 1660
DURHAM
NC
United States
Tel:
(919) 302-0723
S*****@************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUFFING, MICHAEL, SHAYNE | Individual | – | OWNER; CCO | 10/2006 | 50-75% |
| BLUE SLIDE STEAMERS, LLC | Domestic Entity | – | OWNER | 09/2021 | 25-50% |
| Dilweg, Anthony | Individual | BLUE SLIDE STEAMERS, LLC | SOLE PARTNER | 09/2018 | > 75% |