INTEGRATED WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2026

Total AUM

$122M

Discretionary

$122M

100% of AUM

Avg account

$425K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 314575
Registered since: January 8, 2026
Website: www.integratedwa.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.34%
Individuals15.58%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Integrated Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving both individual and family clients and institutional relationships. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.