Integrated Wealth Concepts LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated July 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$23,576,950,000 as of October 2026, filing dated August 3, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ABSAROKA WEALTH MANAGEMENT, ACACIA FINANCIAL STRATEGIES, ALBRITTON FINANCIAL SERVICES, ALDRICH WEALTH MANAGEMENT, ALKON FINANCIAL SERVICES, ARROYO WEALTH MANAGEMENT, AVANT WEALTH ADVISORS, BA FINANCIAL, BLUE DIAMOND ADVISORS, BRICK BY BRICK WEALTH ADVISORS, BUSINESS OWNER SOLUTIONS, BXB, CAPITAL STEWARDSHIP GROUP, CITY SQUARE WEALTH MANAGEMENT, COBURN FINANCIAL, COFI ADVISORS, LLC, CONCERT RETIREMENT PLAN CONSULTING, COREY WEALTH PARTNERS, CREIDIM WEALTH PARTNERS, CROWN BAY WEALTH, D'AMBROSIO FINANCIAL ADVISORY, LLC, DK FAMILY OFFICE, DK WEALTH MANAGEMENT, DK WEALTH MANAGEMENT LLC, FAIR STREET ADVISORS, FARMER FINANCIAL, FERNANDES & CHAREST WEALTH MANAGEMENT, FINANCIAL STRATEGIES GROUP, FORTITUDE WEALTH ADVISORY, FOUR C FINANCIAL, FRANKLIN FINANCIAL PARTNERS, LLC, FRONT RANGE WEALTH MANAGEMENT, GC WEALTH ADVISORS, GENERATION CAPITAL ADVISORS, GLIDE PATH FINANCIAL OF NJ, LLC, GORMAN CAPITAL STRATEGIES, GOTTLIEB WEALTH MANAGEMENT, GRAYT EXPECTATIONS FINANCIAL PLANNING, GUARNIERI WEALTH MANAGEMENT, GUINAN WEALTH MANAGEMENT, HAUG WEALTH MANAGEMENT, HECHTMAN GROUP WEALTH MANAGEMENT, HERMES WEALTH STRATEGIES, HEYER WEALTH MANAGEMENT, HILLSIDE WEALTH, HORVATH INSURANCE PLANNING SERVICES, HORVATH PLANNING & WEALTH MANAGEMENT, HRT WEALTH ADVISORS, IFP ADVISORY SERVICES, INTEGRATED BUSINESS ALLIANCE, INTEGRATED BUSINESS OWNERS SOLUTION, INTEGRATED CPA ALLIANCE, INTEGRATED FAMILY OFFICE, INTEGRATED FINANCIAL INSURANCE SOLUTIONS, INTEGRATED FINANCIAL PARTNERS, INTEGRATED PARTNERS, INTEGRATED PENSION ADVISORY, LLC, INTEGRATED PRIVATE WEALTH, INTEGRATED WEALTH PLANNING, INVESTOR GROUP HI, IVERNIA CAPITAL, JMB FINANCIAL SERVICES GROUP, LLC, KONVERGENT, KONVERGENT WEALTH PARTNERS, KONVEX WEALTH, KSDT WEALTH MANAGEMENT, LLC, LAUREL WEALTH ADVISORS, LAUREL WEALTH MANAGEMENT, M DONOVAN FINANCIAL, MALLAMACCI & PERRY WEALTH MANAGEMENT, MARKET PULSE WEALTH MANAGEMENT, MARKET SQUARE ADVISORS, MARTHA PAYNE, FINANCIAL PLANNER, MOHR FINANCIAL GROUP, MORRISON NORDMANN WEALTH MANAGEMENT, NOLD BYRANT PLANNING & INVESTMENTS, OLYMPIC FAMILY OFFICE, ONE VISION RETIREMENT, ONPOINT WEALTH, OVISTO WEALTH MANAGEMENT, PATHWISE FINANCIAL GROUP, PEARSON ADVISORY SERVICES, PEARSON WEALTH MANAGEMENT, PERENNIAL WEALTH PARTNERS, PHOENIX WEALTH STRATEGIES, PHRONESIS WEALTH MANAGEMENT, PISCES WEALTH, PLEASANT STREET WEALTH ADVISORS, PRECISION FINANCIAL STRATEGIES, PRISM FINANCIAL STRATEGIES LLC, PROUT FINANCIAL DESIGN, QUESTMONT VIRTUAL FAMILY OFFICE, RDNA, RDNA WEALTH, RETIREMENT DNA, RETIREMENTDNA, RHYTHM FINANCIAL GROUP, ROBERTS FINANCIAL SERVICES, SIGIL FAMILY OFFICE, SJF INVESTMENT MANAGEMENT, SKYCITY, SKYCITY ADVISORS, STERLING GLOBAL STRATEGIES, STRONG VALLEY WEALTH & PENSION, SULLIVAN FINANCIAL SERVICES, SWICK WEALTH MANAGEMENT, TANKEL ROSENBERG WEALTH MANAGEMENT, TATRA WEALTH MANAGEMENT, TAYLOR & COMPANY WEALTH MANAGEMENT, TCG FINANCIAL, TDA WEALTH MANAGEMENT, THE MURTAGH GROUP, THE RESERVE INVESTMENTS, THE SALKINS GROUP, THE VEDDER GROUP, LLC, THREE CORDS WEALTH MANAGEMENT, TILL ADVISORY AND CAPITAL MANAGEMENT LLC, TOTAL FINANCIAL PICTURE? WEALTH STRATEGIES, TOTEMIC WEALTH & PLANNING, TRAILHEAD FINANCIAL, VANTEDGE CAPITAL MANAGEMENT, VANTEDGE WEALTH MANAGEMENT, VISION PRIVATE WEALTH, WAGNER RESOURCE GROUP, WEALTH MANAGEMENT OF WILLIAMSBURG, WEALTH PRESERVATION LLC, WEALTHBRIDGE ADVISORS, WELBORN FINANCIAL, WFY WEALTH MANAGEMENT, WINDES WEALTH MANAGEMENT, WRIGHT FORD YOUNG & CO WEALTH MANAGEMENT, WRIGHT FORD YOUNG WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (10 years)

Employees

Total: 493. Performing investment advisory functions: 491.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.LPL Financial LLCNational 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.

Other offices (Schedule D, Section 1.F)

24 other offices, as of the September 2026 filing

Bloomfield Hills, MIChesapeake, VACranston, RIDanbury, CTEast Lansing, MIEscondido, CAFairfax, VAFresno, CAGig Harbor, WAGlastonbury, CTHouston, TXLeominster, MALouisville, KYNewport Beach, CAPortsmouth, NHRoanoke, VARockland, MASan Diego, CASeverna Park, MDSt. Joseph, MOTraverse City, MIVisalia, CAWaltham, MAWorcester, MA

States registered or notice-filed

53 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $5,005,059,000 in the October 2021 data and $23,576,950,000 in the October 2026 data, up 371%.

Total employees: 326 in October 2021 and 493 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Added the business name Perennial Wealth Partners.
2. August 2026
   • Added the business name Pleasant Street Wealth Advisors.
   • Regulatory assets under management went from $18,922,900,000 to $23,576,950,000 (+25%).
3. July 2026
   • Added the business name Franklin Financial Partners, LLC.
   • Added the business name Integrated Financial Insurance Solutions.
   • Added the business name Rhythm Financial Group.
   • Added the business name The Murtagh Group.
   • No longer lists the business name Weissman Advisory Group.
4. June 2026
   • Added the business name City Square Wealth Management.
5. May 2026
   • Added the business name Sigil Family Office.
   • Added the business name Weissman Advisory Group.
6. April 2026
   • Regulatory assets under management went from $16,440,280,000 to $18,922,900,000 (+15%).
   • Employees performing advisory functions went from 452 to 491.
   • Added the business name BXB.
   • Added the business name TCG Financial.
   • Added the business name Ivernia Capital.
   • Added the business name Brick by Brick Wealth Advisors.
   • Added the business name Martha Payne, Financial Planner.
   • Added the business name Questmont Virtual Family Office.
   • No longer lists the business name Wealthcare Management Services, LLC.
   • Changed its office addresses in Gig Harbor, WA.
   • Added an office in East Lansing, MI.
   • Added an office in Portsmouth, NH.
   • Added an office in Traverse City, MI.
   • No longer lists an office in Naperville, IL.
   • No longer lists an office in San Diego, CA.
   • No longer lists an office in Tallahassee, FL.
   • No longer lists an office in Tampa, FL.
   • Registered or notice-filed in VI.
   • Updated its list of owners and control persons (Schedule A).
7. February 2026
   • Added the business name Hillside Wealth.
   • Added the business name Integrated Private Wealth.
   • Added the business name Pisces Wealth.
8. January 2026
   • Added the business name Fair Street Advisors.
   • Added the business name Guinan Wealth Management.
   • Added the business name Morrison Nordmann Wealth Management.
   • Added the business name Swick Wealth Management.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.