Integrated Wealth Concepts LLC
Waltham, MA·SEC-registered · CRD #284656
Integrated Wealth Concepts LLC is an SEC-registered investment advisory firm in Waltham, MA managing $19B across 56k client accounts, with 491 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$19B
Client accounts
56k
Advisory staff
491
Fee model
Fee-based
How Integrated Wealth Concepts LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Integrated Wealth Concepts LLC
How much does Integrated Wealth Concepts LLC manage?
Per its most recent SEC Form ADV filing (06/16/2026), Integrated Wealth Concepts LLC reports $19B in regulatory assets under management across roughly 56k client accounts.
How does Integrated Wealth Concepts LLC charge?
Integrated Wealth Concepts LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Integrated Wealth Concepts LLC a fiduciary?
Yes. Integrated Wealth Concepts LLC is registered with the U.S. Securities and Exchange Commission (CRD #284656), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Integrated Wealth Concepts LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Integrated Wealth Concepts LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Integrated Wealth Concepts LLC's public SEC Form ADV filing (CRD #284656, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Integrated Wealth Concepts LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Integrated Wealth Concepts LLC? Claim this profile.