Integrated Wealth Advisors, LLC (Wilmington)

Name: Integrated Wealth Advisors, LLC
Address: 5511 Kirkwood Highway, Wilmington, DE, 19808
Telephone: 302-442-4233

Integrated Wealth Advisors, LLC is a large advisory firm based in Wilmington. It manages $100.53 million of regulatory assets for 364 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Delaware, New Jersey, Pennsylvania, and Texas.

Integrated Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrated Wealth Advisors: assets under management

The assets under management (AUM) of Integrated Wealth Advisors, LLC is $100.53 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $99.68 million in discretionary accounts and $858.57 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $276.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $214.64 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrated Wealth Advisors, LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Integrated Wealth Advisors serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Integrated Wealth Advisors is high net worth individuals with 44 clients and $76.75 million of assets under management. Among the 14 most similar advisory firms, Integrated Wealth Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $100.53 million for 91 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Integrated Wealth Advisors doesn't advise any private funds.

Careers at Integrated Wealth Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Burwell Loran Hutchinson	Chief compliance officer	1 Sep 2007	Other	4794846
Llc Integrated Wealth Management	Owner	1 Jan 2013	75% - 100%	145261

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Burwell Loran Hutchinson	Member	1 Jan 2013	75% - 100%	4794846

Based in Wilmington

The principal office where Integrated Wealth Advisors, LLC performs its advisory services is located at 5511 Kirkwood Highway, Wilmington, DE 19808 The mailing address of the firm is Po Box 7627, Newark, DE 19714. An additional office of the firm is in Rehoboth Beach, DE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-442-4233 or by fax 302-689-4110. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at intwealthmgt.com.