Integrated Wealth Advisors, LLC

Integrated Wealth Advisors is an SEC-registered investment adviser serving individual and high-net-worth clients with financial planning, retirement-plan consulting, and discretionary portfolio management. The firm operates with a small advisory team and manages roughly $122 million across managed accounts and fee-for-service planning engagements.

Investment advice is delivered through a mix of in-house management and third‑party platform programs, including Commonwealth’s PPS Custom and PPS Select offerings, which enable model portfolios, personalized indexing, and tax-loss harvesting where appropriate. Advisors customize allocations and may combine ongoing asset management with one-time or ongoing planning and retirement-plan consulting based on each client’s objectives and risk tolerance.

What distinguishes the firm is its affiliative arrangement with a separately registered quantitative adviser that is sponsoring an actively managed ETF the firm intends to use as a primary equity vehicle for many high-net-worth clients, including plans to seed the fund via in‑kind transfers; those relationships, shared infrastructure, and seed financing are disclosed as material conflicts of interest. The firm also recently transitioned to SEC registration, added a wrap-fee program and an additional custodian relationship, and accepts platform financing arrangements from its brokerage partners, all of which the firm discloses and addresses through policies and its Code of Ethics.