Integrated Wealth Advisors, LLC
Integrated Wealth Advisors, LLC is an SEC-registered wealth manager in Bellevue, WA with $122.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Integrated Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314575, SEC 801-135128, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $122.4M (2026-06-09)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 6
- Clients
- 86
- CRD
- 314575
- Ownership
- COLLINS, AUSTIN, SARVIS
How much AUM does Integrated Wealth Advisors, LLC have?
Integrated Wealth Advisors, LLC reported $122.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Integrated Wealth Advisors, LLC?
Disclosed owners and executives of Integrated Wealth Advisors, LLC include COLLINS, AUSTIN, SARVIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.