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INTEGRATED WEALTH CONCEPTS LLC
CRD 284656File 801-108179
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 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
- Website
- https://www.integratedwp.com
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 29,848 | 29,847 | decreased by1 |
| Aug 1, 2026 | Clients | 25,899 | 29,848 | increased by3,949 |
| Aug 1, 2026 | AUM | $18,922,900,000 | $23,576,950,000 | increased by$4,654,050,000 |
| Aug 1, 2026 | Accounts | 56,386 | 65,563 | increased by9,177 |
| Apr 1, 2026 | Employees | 455 | 493 | increased by38 |
| Apr 1, 2026 | Clients | 24,777 | 25,899 | increased by1,122 |
| Apr 1, 2026 | AUM | $16,440,280,000 | $18,922,900,000 | increased by$2,482,620,000 |
| Apr 1, 2026 | Accounts | 52,770 | 56,386 | increased by3,616 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 24,115 | 24,777 | increased by662 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $15,176,000,000 | $16,440,280,000 | increased by$1,264,280,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 50,867 | 52,770 | increased by1,903 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 376 | 455 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17,654 | 24,115 | increased by6,461 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,826,047,500 | $15,176,000,000 | increased by$7,349,952,500 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27,886 | 50,867 | increased by22,981 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTEGRATED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.