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Kathleen Donnelly

Director of Finance & Accounting at Integrated Wealth Concepts

Officer record from the firm’s Form ADVForm ADV filed 3 August 2026

Kathleen Donnelly is Director of Finance & Accounting of Integrated Wealth Concepts LLC, a Waltham investment adviser.

Role at Integrated Wealth Concepts

Title on Schedule A
Director of Finance & Accounting
Control
Kathleen Donnelly is a control person of Integrated Wealth Concepts.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kathleen Donnelly has held the filed role since April 2017.

The firm

Integrated Wealth Concepts LLC
Waltham, MA

Form ADV filed 3 August 2026

$23.6B AUM29,848 clients491 advisers26 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Kathleen Donnelly is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Kathleen Donnelly
CRD
5346736
Firm
Integrated Wealth Concepts LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Kathleen Donnelly work?

Kathleen Donnelly has been Director of Finance & Accounting of Integrated Wealth Concepts LLC since April 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 August 2026

Leadership at Integrated Wealth Concepts

Sources

  1. IAPD individual lookup, CRD 5346736. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Integrated Wealth Concepts LLC, filed 3 August 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kathleen Donnelly or Integrated Wealth Concepts LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.