RIA Intel›Advisers›Massachusetts›INTEGRATED WEALTH CONCEPTS LLC

INTEGRATED WEALTH CONCEPTS LLC

Advisory

N·WALTHAM, MA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$23.6B

1-Year AUM Growth

+22.4%

3-Year CAGR

+24.7%

Employees

491

Assets Under Management

Total AUM$23.6B

Discretionary AUM$23.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24,777

Team

Total Employees491

Investment Advisers493

Employee Growth (1Y)+137.6%

Filing History

Total Filings on Record115

First FilingJul 20, 2016

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 115 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INTEGRATED WEALTH CONCEPTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.