Investment adviser · CRD 284656
INTEGRATED WEALTH CONCEPTS LLC
Investment adviser filing (IA)
WALTHAM, MA, United States · Form ADV filed Aug 3, 2026
- Regulatory AUM
- $23.6B Form ADV · Item 5.F
- Client accounts
- 65,563 Accounts, not individual clients
- Employees
- 493 Reported in this filing
- Advisory professionals
- 491 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10,429 | $16,022,280,000 | 68.0% |
| Individuals | 18,758 | $6,799,490,000 | 28.8% |
| Corporations & businesses | 302 | $391,620,000 | 1.7% |
| Retirement plans | 291 | $250,820,000 | 1.1% |
| Charities | 67 | $111,350,000 | 0.5% |
| Other clients | Fewer than 5 | $1,390,000 | 0.0% |
Filing source
Form ADV 2123641 · Aug 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 5TH AVENUE, 4TH FLOORWALTHAM, MA, 02451, United States
CRD 284656
Filing source
Form ADV 2123641 · Aug 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.