Integrated Wealthcare, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$186,071,070
Clients
135
Advisors
3
across 2 offices
About
Integrated WealthCare, LLC primarily serves physicians and other medical professionals as well as individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning, retirement plan management, consulting, and a specialized fractional controller service for independent contractors. Services are provided on a non‑wrap basis and the firm may implement third‑party money managers and a third‑party cash‑management program for client accounts.
The firm builds client portfolios from documented risk assessments and an Investment Policy Statement, exercising discretionary authority to implement model portfolios that are rebalanced at least quarterly. Integrated WealthCare combines fundamental, technical and cyclical analysis with proprietary quantitative targets and uses third‑party AI tools as decision‑support, while monitoring third‑party managers and providing performance reports to clients.
What distinguishes the firm from many peers is its broader operational offering — notably the fractional controller business and its referral of a third‑party cash‑management solution — plus its practice of disclosing and reporting investment performance to prospective and existing clients. The ADV also discloses minority external ownership ties to private placements and describes procedures to disclose those conflicts and make participation in affiliated offerings optional for clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning projects up to $15,000; Fractional Controller Services up to $7,500 annually
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,001+: 0.30% annually
Insurance product commissions paid by insurance companies, separate from advisory fees
Consulting services at $525/hour
Annual recurring financial planning fees range from $1,260 to $7,800
Fee-only: Financial planning services offered on hourly ($525/hour), fixed (up to $15,000), or annual recurring fees ($1,260 to $7,800)
Main office
See office3100 Tower Blvd, Ste 1660
Durham NC 27707-6323
Advisors at this office
2
Offices (2)
Most active in
Florida · Hawaii · Louisiana · New Hampshire · North Carolina · Pennsylvania · Texas
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.
Quick links
Advisors at this firm
John G
ChFC®
Kona, HI
Integrated Wealthcare, LLC
John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.
August P
Series 65
Durham, NC
Integrated Wealthcare, LLC
August Pye is a financial advisor with Integrated WealthCare, LLC and holds a Series 65 designation. He has been with Integrated WealthCare since 2024 and has prior experience with Home Tax Solutions LLC and involvement with the YMCA of the Triangle at Camp Sea Gull. Outside of his advisory role, he is a licensed insurance agent. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory, using documented risk assessments and client-specific Investment Policy Statements to implement globally diversified portfolios.
Michael R
ChFC®, Series 63, Series 65
Durham, NC
Integrated Wealthcare, LLC
Michael Ruffing is a financial advisor with Integrated WealthCare, LLC in Durham, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nine years at Capital Wealth Management, Inc. and Triad Advisors, Inc. He hosts a financial podcast and serves on the industry advisory council for the Society for Academic Emergency Medicine. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with a combination of fundamental, technical, and cyclical analysis.
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