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INTEGRATED WEALTH ADVISORS, LLC

BELLEVUE, WA · CRD 314575 · IAPD ↗ · integratedwa.com · 425-818-0717

$122.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — INTEGRATED WEALTH ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
February 2026 — INTEGRATED WEALTH ADVISORS, LLC (BELLEVUE, WA) is newly SEC-registered with $121.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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