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INTEGRATED WEALTHCARE, LLC
CRD 312929File 801-121522
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$218.2M
Below cohort median (national)
Discretionary AUM
$218.2M
Clients
143
792 accounts
Employees
11
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 21, 2021
- Principal office
- 3100 TOWER BLVD, STE 1605, DURHAM, NC, 27707-6323
- Phone
- 866-694-6292
- Website
- https://www.iwcglobal.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $218.2M
- Discretionary AUM
- $218.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 792
- Non-discretionary accounts
- 0
- Total accounts
- 792
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $153.0M |
| Pension and profit sharing plans | 8 | $32.1M |
| Individuals (other than high net worth individuals) | 83 | $33.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 131 | 143 | increased by12 |
| Apr 1, 2026 | AUM | $144,890,842 | $218,160,219 | increased by$73,269,377 |
| Apr 1, 2026 | Accounts | 712 | 792 | increased by80 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 9 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 74 | 131 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $117,026,150 | $144,890,842 | increased by$27,864,692 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 82 | 712 | increased by630 |
| Apr 1, 2022 | Clients | 77 | 74 | decreased by3 |
| Apr 1, 2022 | AUM | $112,379,179 | $117,026,150 | increased by$4,646,971 |
| Apr 1, 2022 | Accounts | 80 | 82 | increased by2 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2022 | Clients | 0 | 77 | increased by77 |
| Jan 1, 2022 | AUM | $0 | $112,379,179 | increased by$112,379,179 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTEGRATED WEALTHCARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATED WEALTHCARE” 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.