INTEGRATED WEALTHCARE, LLC

3100 Tower Blvd
Ste 1660
Durham, North Carolina 27707-6323
Tel: 866-694-6292

About INTEGRATED WEALTHCARE, LLC

INTEGRATED WEALTHCARE, LLC, formally registered with the SEC as INTEGRATED WEALTHCARE, LLC. The firm was established in 06/21/2021. They have over 1 offices throughout the country.

INTEGRATED WEALTHCARE, LLC is a Durham, North Carolina based Financial Planning firm with nearly $117,552,022 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312929
SEC#	801-121522
Assets Managed by Firm	$117,552,022
No. of Clients	404
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO MODEL)

Firm Client Information

	No. of Clients	AUM
Firm Total	404	$117,552,022
Individuals (other than high net worth individuals)	28	$2,281,274
High net worth individuals	72	$105,260,854
Pension and profit sharing plans	Fewer than 5 clients	$10,009,894

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