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INTEGRATED WEALTH CONCEPTS LLC
CRD 284656File 801-108179
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$23.58B
Top 10% of cohort (national)
Discretionary AUM
$23.58B
Clients
29,847
65,563 accounts
Employees
493
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 25, 2016
- Principal office
- 200 5TH AVENUE, 4TH FLOOR, WALTHAM, MA, 02451
- Phone
- (781) 890-3045
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.58B
- Discretionary AUM
- $23.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 65,563
- Non-discretionary accounts
- 0
- Total accounts
- 65,563
- AUM per client
- $790K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 302 | $391.6M |
| Charitable organizations | 67 | $111.3M |
| High net worth individuals | 10,429 | $16.02B |
| Pension and profit sharing plans | 291 | $250.8M |
| Individuals (other than high net worth individuals) | 18,758 | $6.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 29848 | 29847 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.