{"url":"https://nivawealth.com/firms/integrated-wealth-concepts-284656","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284656","regulatoryAum":23576950000,"crd":"284656","secFileNumber":"801-108179","legalName":"Integrated Wealth Concepts LLC","displayName":"Integrated Wealth Concepts","website":null,"linkedinUrl":"https://www.linkedin.com/company/integrated-financial-partners","founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"200 5th Avenue, 4th Floor","city":"Waltham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02451"},"tradeNames":["Absaroka Wealth Management","Acacia Financial Strategies","Albritton Financial Services","Aldrich Wealth Management","Alkon Financial Services","Arroyo Wealth Management","Avant Wealth Advisors","BXB","Ba Financial","Blue Diamond Advisors","Brick by Brick Wealth Advisors","Business Owner Solutions","Capital Stewardship Group","City Square Wealth Management","Coburn Financial","Cofi Advisors, LLC","Concert Retirement Plan Consulting","Corey Wealth Partners","Creidim Wealth Partners","Crown Bay Wealth","D'Ambrosio Financial Advisory, LLC","DK Family Office","DK Wealth Management","DK Wealth Management LLC","Fair Street Advisors","Farmer Financial","Fernandes & Charest Wealth Management","Financial Strategies Group","Fortitude Wealth Advisory","Four C Financial","Franklin Financial Partners, LLC","Front Range Wealth Management","GC Wealth Advisors","Generation Capital Advisors","Glide Path Financial of NJ, LLC","Gorman Capital Strategies","Gottlieb Wealth Management","Grayt Expectations Financial Planning","Guarnieri Wealth Management","Guinan Wealth Management","HRT Wealth Advisors","Haug Wealth Management","Hechtman Group Wealth Management","Hermes Wealth Strategies","Heyer Wealth Management","Hillside Wealth","Horvath Insurance Planning Services","Horvath Planning & Wealth Management","Ifp Advisory Services","Integrated Business Alliance","Integrated Business Owners Solution","Integrated CPA Alliance","Integrated Family Office","Integrated Financial Insurance Solutions","Integrated Financial Partners","Integrated Partners","Integrated Pension Advisory, LLC","Integrated Private Wealth","Integrated Wealth Planning","Investor Group Hi","Ivernia Capital","JMB Financial Services Group, LLC","KSDT Wealth Management, LLC","Konvergent","Konvergent Wealth Partners","Konvex Wealth","Laurel Wealth Advisors","Laurel Wealth Management","M Donovan Financial","Mallamacci & Perry Wealth Management","Market Pulse Wealth Management","Market Square Advisors","Martha Payne, Financial Planner","Mohr Financial Group","Morrison Nordmann Wealth Management","Nold Byrant Planning & Investments","Olympic Family Office","One Vision Retirement","Onpoint Wealth","Ovisto Wealth Management","Pathwise Financial Group","Pearson Advisory Services","Pearson Wealth Management","Perennial Wealth Partners","Phoenix Wealth Strategies","Phronesis Wealth Management","Pisces Wealth","Pleasant Street Wealth Advisors","Precision Financial Strategies","Prism Financial Strategies LLC","Prout Financial Design","Questmont Virtual Family Office","Rdna","Rdna Wealth","Retirement Dna","Retirementdna","Rhythm Financial Group","Roberts Financial Services","SJF Investment Management","Sigil Family Office","Skycity","Skycity Advisors","Sterling Global Strategies","Strong Valley Wealth & Pension","Sullivan Financial Services","Swick Wealth Management","TCG Financial","Tankel Rosenberg Wealth Management","Tatra Wealth Management","Taylor & Company Wealth Management","Tda Wealth Management","The Murtagh Group","The Reserve Investments","The Salkins Group","The Vedder Group, LLC","Three Cords Wealth Management","Till Advisory and Capital Management LLC","Total Financial Picture? 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They include 18,758 other individuals, 10,429 high-net-worth individuals and 302 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrated Wealth Concepts offer?","answer":"Integrated Wealth Concepts provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Integrated Wealth Concepts use?","answer":"Integrated Wealth Concepts’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $9,122,680,000, National Financial Services LLC (Boston, MA), with $8,106,580,000 and Charles Schwab & Co., Inc. (Westlake, TX), with $6,347,690,000. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrated Wealth Concepts have?","answer":"Integrated Wealth Concepts has 411 investment adviser representatives registered with state securities authorities, out of 493 employees, and 491 perform investment advisory functions. 250 are registered representatives of a broker-dealer and 240 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrated Wealth Concepts invest in?","answer":"At the end of its last fiscal year, Integrated Wealth Concepts’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar). 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