Integrated Wealth Concepts LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,440,280,000
Total clients
24,167
36% high-net worth
Total advisors
452
of 455 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
53
Average account size
$680,278
Client services
Fee options
Fixed fee engagements for financial planning and family office services, billed monthly, biannually, or as agreed
Annual rates ranging from 0.15% to 2.25% depending on factors such as size, complexity, and inclusion of transaction fees; fees are negotiable and typically billed quarterly in advance or arrears
Hourly fees for financial planning services, negotiable depending on scope and complexity
Fee-only: Financial planning services offered on an hourly basis or fixed fee engagements; fees negotiable based on expected hours and complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Integrated Wealth Concepts LLC
200 5 Th Avenue, 4 Th Floor
Waltham MA 02451, United States
Number of offices
113
Quick links
Advisors at this firm
Christopher T
Series 63, Series 65
North Attleboro, MA
Integrated Wealth Concepts LLC
Peter M
Series 66
Waltham, MA
Integrated Wealth Concepts LLC
Bryce B
Series 63, Series 65
Houston, TX
Integrated Wealth Concepts LLC
Timothy M
Series 63, Series 65
Cody, WY
Integrated Wealth Concepts LLC
Kevin K
CFP®, ChFC®, Series 63, Series 65
Houston, TX
Integrated Wealth Concepts LLC
Rex B
Series 65
Southampton, NY
Integrated Wealth Concepts LLC
Michael H
Series 63, Series 65
Carlsbad, CA
Integrated Wealth Concepts LLC
Andrea C
Series 63, Series 65
Encinitas, CA
Integrated Wealth Concepts LLC
Guido S
ChFC®, Series 63, Series 65
Crantson, RI
Integrated Wealth Concepts LLC
Ronald G
Series 66
Canton, MA
Integrated Wealth Concepts LLC
Ryan W
Series 66
Waltham, MA
Integrated Wealth Concepts LLC
Michael W
CFP®, Series 63, Series 65
Phoenix, AZ
Integrated Wealth Concepts LLC
Brad C
Series 66
Concord, MA
Integrated Wealth Concepts LLC
Kevin M
ChFC®, Series 63, Series 65
Cranston, RI
Integrated Wealth Concepts LLC
Shaun W
Series 65
Holmdel, NJ
Integrated Wealth Concepts LLC
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