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INTEGRATED WEALTH CONCEPTS LLC

WALTHAM, MA · CRD 284656 · IAPD ↗ · wealthofwmsbg.com · (781) 890-3045

$23.58BRegulatory AUM
491Advisory reps
493Employees
875Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — INTEGRATED WEALTH CONCEPTS LLC notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — INTEGRATED WEALTH CONCEPTS LLC added office(s): 112 -> 120 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — INTEGRATED WEALTH CONCEPTS LLC grew from 452 to 491 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — INTEGRATED WEALTH CONCEPTS LLC grew from 423 to 452 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — INTEGRATED WEALTH CONCEPTS LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — INTEGRATED WEALTH CONCEPTS LLC added office(s): 57 -> 120 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — INTEGRATED WEALTH CONCEPTS LLC reported RAUM up 66% ($7.47B -> $12.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — INTEGRATED WEALTH CONCEPTS LLC grew from 178 to 423 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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