# Integrated Wealthcare, LLC

> Integrated Wealthcare, LLC is an SEC-registered investment advisory firm in Durham, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 312929
- Filed as: INTEGRATED WEALTHCARE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312929
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-wealthcare-llc-durham-nc-312929

## Quick answers

**How is Integrated Wealthcare, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Wealthcare, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Integrated Wealthcare, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $525 an hour (financial planning services); Subscription: $1,260 to $7,800 a year (financial planning services); Flat fee: up to $15,000 (project-based engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrated Wealthcare, LLC located?**
Integrated Wealthcare, LLC's principal office is in Durham, NC, according to its Form ADV.

**Is Integrated Wealthcare, LLC registered with the SEC or a state?**
Integrated Wealthcare, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312929.

**How much does Integrated Wealthcare, LLC manage?**
Integrated Wealthcare, LLC reports $218,160,219 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Integrated Wealthcare, LLC's assets and staff changed since 2021?**
In the Form ADV data for Integrated Wealthcare, LLC: Regulatory assets under management: $0 in the October 2021 data and $218,160,219 in the October 2026 data. Total employees: 4 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrated Wealthcare, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (52); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Integrated Wealthcare, LLC use?**
Integrated Wealthcare, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Integrated Wealthcare, 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/312929

**Does Integrated Wealthcare, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "IWC does not require a minimum account balance."

**What changed in Integrated Wealthcare, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $144,890,842 to $218,160,219 (+51%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> IWC does not require a minimum account balance.

- Hourly rate: $525 an hour (financial planning services)

> IWC’s consulting services are offered on an hourly fee basis. The current hourly fee rate is $525.00 per hour.

- Subscription: $1,260 to $7,800 a year (financial planning services)

> Annual recurring fees range from $1,260 to $7,800.

- Flat fee: up to $15,000 (project-based engagements)

> Fixed fees for project-based engagements will not exceed $15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $218,160,219
- Discretionary: $218,160,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $33,033,751 |
| High net worth individuals | 52 | $153,037,319 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $32,089,149 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, HI, LA, NC, NH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iwcglobal.net
- LinkedIn @integrated-wealthcare-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | May 20, 2021 |
| October 2022 | $117,026,150 | 4 | May 4, 2022 |
| October 2023 | $94,958,423 | 6 | April 27, 2023 |
| October 2024 | $117,552,022 | 6 | April 16, 2024 |
| October 2025 | $144,890,842 | 9 | April 28, 2025 |
| October 2026 | $218,160,219 | 11 | March 26, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $218,160,219 in the October 2026 data.
Total employees: 4 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $144,890,842 to $218,160,219 (+51%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Wealthcare, LLC (CRD 312929): Form ADV filing data as of October 2026.