Integrated Wealthcare, LLC
Integrated Wealthcare, LLC is an SEC-registered wealth manager in Durham, NC with $218.2M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Integrated Wealthcare, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312929, SEC 801-121522, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $218.2M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Durham, NC
- Employees
- 11
- Clients
- 143
- CRD
- 312929
- Ownership
- BLUE SLIDE STEAMERS, LLC; RUFFING, MICHAEL, SHAYNE; Dilweg, Anthony
How much AUM does Integrated Wealthcare, LLC have?
Integrated Wealthcare, LLC reported $218.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Integrated Wealthcare, LLC?
Disclosed owners and executives of Integrated Wealthcare, LLC include BLUE SLIDE STEAMERS, LLC, RUFFING, MICHAEL, SHAYNE, Dilweg, Anthony. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.