A complete list of active advisors currently associated with Integrated Wealth Concepts LLC
Warmer can help you find a great advisor at Integrated Wealth Concepts LLC or one who fits your needs even better.
Integrated serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans through a network of independent financial advisors who operate under firm d/b/a names. It offers discretionary investment management, financial planning and consulting, family office and retirement plan advisory services, and sponsors wrap-fee programs including the firm’s Integrated Models. The firm constructs customized portfolios primarily using mutual funds, ETFs, individual equities and fixed income, and typically employs a long‑term approach while implementing shorter-term trades for rebalancing or cash needs. Integrated implements strategies through its internal management and by recommending or overseeing third‑party asset managers and sub‑advisers, and its policies specify that assets remain custodied with third‑party custodians (with Integrated not holding client custody except for fee deductions or standing transfer authorizations). Compared with many large enterprises, Integrated combines an enterprise operating scale (over $23.5 billion in AUM and hundreds of advisors) with a menu of model and wrap options it directly sponsors — including a Custom Series managed by the firm and model minimums ranging from a $2,500 Socially Aware (SAMS) sleeve up to $1,000,000 for Custom accounts. The brochure also discloses several notable operational practices: a formal AI policy governing limited use of AI tools with human review, an explicit framework for advising on cryptocurrency exposure (via ETFs, separate managers or private funds), and a family office service set that covers lifestyle, philanthropy and governance.
To learn more about the advisors currently working at Integrated Wealth Concepts LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Integrated Wealth Concepts LLC's office locations.
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