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INTEGRATED WEALTHCARE, LLC

DURHAM, NC · CRD 312929 · IAPD ↗ · 866-694-6292

$218.2MRegulatory AUM
4Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — INTEGRATED WEALTHCARE, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — INTEGRATED WEALTHCARE, LLC reported RAUM up 51% ($144.9M -> $218.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — INTEGRATED WEALTHCARE, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — INTEGRATED WEALTHCARE, LLC now reports custody of client assets ($14.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — INTEGRATED WEALTHCARE, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — INTEGRATED WEALTHCARE, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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