SEC Form ADV · CIK 1737109

INTEGRATED WEALTH CONCEPTS LLC

Registered Investment AdviserMA
$18.9B
Assets Under Management
875
Total Clients
493
Employees
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Registration Details

CIK
1737109
Accession
crd-284656
Location
WALTHAM, MA
Filing Date
June 16, 2026
AUM
$18.9B
Total Clients
875
Institutional Clients
341
Employees
493
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

INTEGRATED WEALTH CONCEPTS LLC is a registered investment adviser headquartered in WALTHAM, MA, managing approximately $18.9B in assets across 875 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.