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INTEGRATED WEALTH ADVISORS, LLC

WILMINGTON, DE · CRD 145261 · IAPD ↗ · intwealthmgt.com · (302) 442-4233

$107.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — INTEGRATED WEALTH ADVISORS, LLC (WILMINGTON, DE) left the SEC roster (was $107.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.