Integrated Advisors Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrated Advisors Wealth Management LLC, founded and registered in 2026, provides advisory services to individuals, high‑net‑worth clients, pension plans, and corporations. The firm’s brochure describes discretionary investment management, ongoing financial planning engagements, and retirement plan consulting and management for employer‑sponsored plans.
The firm states an investment approach that combines modern portfolio allocation principles with both passive and active strategies, and it may use fundamental and technical analysis; socially conscious (ESG) options are available on request. IA‑WM indicates it implements strategies using platform models (Envestnet) and by recommending or engaging outside investment managers, while retaining responsibility for ongoing monitoring and suitability determinations.
Noteworthy for a newly registered adviser with no active advisors, the firm combines individual portfolio management, pension/retirement plan consulting (including acting as an ERISA investment manager), and the offering of fixed recurring planning fees — features that are relatively uncommon among firms in this regulatory category. The brochure also discloses standard operational choices that differentiate the firm from many peers: it is fee‑only and does not accept commissions or performance fees, it plans to rely on third‑party custodial and platform arrangements for trade execution and custody, and it reported zero assets under management at the time of filing.
Client services
Expertise
Fee options
Initial financial planning fee up to $3,000. Ongoing financial planning annual fixed fees range from $500 to $10,000, paid quarterly in arrears.
$1 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001+: 0.40%
Account minimum: $100,000 Fee-only: Investment management fees are paid based on the above tiered schedule. No commissions or sales-related compensation received.
Main office
2009 V Street, Suite 202
Sacramento CA 95818
Advisors at this office
3
Most active in
California
Also doing business as
Integrated Advisors Wealth Management · Integrated Advisors Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dillon M
CFP®
Sacramento, CA
Integrated Advisors Wealth Management LLC
Dillon Miles is a Certified Financial Planner (CFP®) based in Sacramento, CA, with experience in accounting and financial services dating back to 2016. He has worked at Daniel D. Ross CPA APC and operates Miles CPA PC, alongside his role at Integrated Advisors Wealth Management LLC since 2026. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, focusing on discretionary investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active investment strategies, including ESG options, and provides both individual portfolio management and pension consulting.
Daniel R
CFP®, PFS™, Series 63, Series 65
Sacramento, CA
Integrated Advisors Wealth Management LLC
Daniel Ross is a CFP® and PFS™ credentialed advisor with 27 years of experience in financial services. He is the president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Ross joined Integrated Advisors Wealth Management LLC in 2026, following prior roles at several firms including Liberty Wealth Management and AE Financial Services. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, combining passive and active investment strategies with modern portfolio allocation principles. The firm provides discretionary investment management, financial planning, and retirement plan consulting, including acting as an ERISA investment manager.
Kelvin K
Series 63, Series 65
Sacramento, CA
Integrated Advisors Wealth Management LLC
Kelvin Kwan is a financial advisor at Integrated Advisors Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Financial Services, Liberty Wealth Management, Liberty Group, and Granite Bay Asset Management. Outside of his advisory role, he serves as a registered representative at AE Financial Services and provides financial planning services at Granite Bay Asset Management Group. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations. The firm employs a combination of passive and active investment strategies supported by modern portfolio allocation principles, with options for ESG investing available upon request.
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