SEC Form ADV · CIK 1737109

INTEGRATED WEALTH CONCEPTS LLC

Registered Investment AdviserMA
$18.9B
Assets Under Management
56,386
Total Clients
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Registration Details

CIK
1737109
Accession
CRD-284656
Location
WALTHAM, MA
Filing Date
May 7, 2026
AUM
$18.9B
Total Clients
56,386
Amendment
No

About this Adviser

INTEGRATED WEALTH CONCEPTS LLC is a registered investment adviser headquartered in WALTHAM, MA, managing approximately $18.9B in assets across 56,386 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.