# Integrated Wealth Advisors, LLC

> Integrated Wealth Advisors, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 314575
- Filed as: INTEGRATED WEALTH ADVISORS, LLC
- Also doing business as: INTEGRATED WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314575
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-wealth-advisors-llc-bellevue-wa-314575

## Quick answers

**How is Integrated Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Integrated Wealth Advisors, LLC located?**
Integrated Wealth Advisors, LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Integrated Wealth Advisors, LLC registered with the SEC or a state?**
Integrated Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 314575.

**How much does Integrated Wealth Advisors, LLC manage?**
Integrated Wealth Advisors, LLC reports $122,360,346 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Integrated Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (38); corporations or other businesses not listed above (2).

**Which custodians does Integrated Wealth Advisors, LLC use?**
Integrated Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Integrated Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314575

**What changed in Integrated Wealth Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,360,346
- Discretionary: $122,360,346
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $19,062,770 |
| High net worth individuals | 38 | $103,203,049 |
| Corporations or other businesses not listed above | 2 | $94,527 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integratedwa.com
- LinkedIn @integrated-wa
- LinkedIn @proactiveplanning

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Wealth Advisors, LLC (CRD 314575): Form ADV filing data as of October 2026.