Integrated Wealthcare provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Integrated Wealthcare reports 143 clients. They include 83 individual clients, 52 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 100.0% ($218M across 792 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 15% |
| High-net-worth individuals | 36% | 70% |
| Pension and profit-sharing plans | 6% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 83 | $33M | 15.1% | $398K |
| High-net-worth individuals | 52 | $153M | 70.1% | $2.94M |
| Pension and profit-sharing plans | 8 | $32.1M | 14.7% | $4.01M |
| Total | 143 | $218M | 100% | $1.53M |
- Clients
- 83
- Regulatory AUM
- $33M
- AUM share
- 15.1%
- Avg. per client
- $398K
- Clients
- 52
- Regulatory AUM
- $153M
- AUM share
- 70.1%
- Avg. per client
- $2.94M
- Clients
- 8
- Regulatory AUM
- $32.1M
- AUM share
- 14.7%
- Avg. per client
- $4.01M
Total
- Clients
- 143
- Regulatory AUM
- $218M
- AUM share
- 100%
- Avg. per client
- $1.53M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Integrated Wealthcare charges 0.30%–1.00% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting services are billed hourly at $525 per hour, negotiable case by case, with 50 percent of agreed fees due in advance.
- Financial Planning Services
- Financial planning is billed hourly at $525, as annual recurring fees of $1,260 to $7,800, or as fixed project fees not exceeding $15,000; fees may be negotiable.
- Fractional Controller Services
- Fractional controller services carry an annual fee of up to $7,500, billed in monthly installments in advance.
Michael Ruffing owns 50% to 75% of Integrated Wealthcare. It has 11 employees, 4 of them in advisory roles.
Leadership
Michael RuffingOwner; CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Integrated Wealthcare, LLC
Michael Ruffing
Control person · since October 2006
- Owns 25% to 50% of Integrated Wealthcare, LLC
Blue Slide Steamers, LLC
since September 2021
- Owns 75% or more of Blue Slide Steamers, LLC
Anthony Dilweg
Control person · since September 2018
Integrated Wealthcare’s regulatory assets grew Infinity× from $0 (May 2021) to $218M (March 2026); employees rose from 4 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $218M | 143 | 11 | 3 |
| April 2025 | $145M | 131 | 9 | 2 |
| April 2024 | $118M | 100 | 6 | 1 |
| April 2023 | $95M | 88 | 6 | 1 |
| May 2022 | $117M | 74 | 4 | 1 |
| May 2021 | $0 | 0 | 4 | 1 |
Besides its headquarters, Integrated Wealthcare has 2 offices (2 private residences, listed without an address), with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 3100 Tower BLVD, Ste 1605, DurhamHQ
Contact and registration details
- Legal name
- Integrated Wealthcare, LLC
- Headquarters
- 3100 Tower BLVD, Ste 1605, Durham, NC 27707-6323
- Website
- iwcglobal.net
- Phone
- 866-694-6292
- @integrated-wealthcare-llc
- SEC file
- 801-121522
- Structure
- North Carolina LLC
- Fiscal year end
- December
Integrated Wealthcare uses Charles Schwab ($125M) as custodian for its separately managed accounts. Integrated Wealthcare has custody of $16M in client assets for 21 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $125M100%
At year end, Integrated Wealthcare’s separately managed accounts were mostly in stocks (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $134M across 29 positions; the largest are Vanguard Index Fds (19.2%), Vanguard Tax-managed Fds (14.5%) and Hartford Fds Exchange Traded (7.4%).
What the accounts hold
- Stocks90%
- Exchange-traded equities86%
- Non-exchange-traded equities4%
- Funds5%
- Bonds2%
- Cash1%
- Other2%
- Limited partnership units, reit's, uit's2%
Reported 13F holdings
- $134M
- Reported 13F value
- 29
- Positions
- 81.2%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF19.2%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt14.5%
- Hartford Fds Exchange Traded · Mun Oportunite7.4%
- American Centy ETF TR · Avantis Emgmkt7.3%
- Vanguard Index Fds · Value ETF6.9%
- Fidelity Merrimack Str TR · Total BD ETF6.5%
- iShares TR · Core S&P Mcp ETF5.8%
- Vanguard Index Fds · Total Stk Mkt5.3%
- Vanguard Star Fds · VG TL Intl Stk F4.4%
- Capital Grp Fixed Incm ETF T · Shor Dur Mun ETF3.9%
Together, the ten largest are 81.2% of reported value.
How many clients does Integrated Wealthcare have?
Integrated Wealthcare has 143 clients and manages $218 million for them, as of March 2026. They include 83 individual clients, 52 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Integrated Wealthcare offer?
Integrated Wealthcare provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrated Wealthcare charge?
Integrated Wealthcare charges 0.30%–1.00% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Source: INTEGRATED WEALTHCARE - FORM ADV PART 2A, filed 26 March 2026
Which custodians does Integrated Wealthcare use?
Integrated Wealthcare’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Integrated Wealthcare have?
Integrated Wealthcare has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrated Wealthcare invest in?
At the end of its last fiscal year, Integrated Wealthcare’s separately managed accounts held 86% exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs), 4% non-exchange-traded equities, 2% state and local bonds, 2% other and 1% cash and equivalents. The 2% other category is described as: Limited Partnership Units, Reit'S, Uit'S.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrated Wealthcare?
Integrated Wealthcare is owned through a holding company by Anthony Dilweg. Its direct owners are Michael Ruffing (50% to 75%) and Blue Slide Steamers, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Integrated Wealthcare get paid?
Integrated Wealthcare is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrated Wealthcare?
Integrated Wealthcare’s main office is at 3100 Tower BLVD, Ste 1605, Durham, NC 27707-6323. Its phone number is 866-694-6292. Its website is iwcglobal.net.