Integrated Wealth Advisors, LLC
SEC RegisteredOptimize Your Financial World
About the firm
Integrated Wealth Advisors builds customized Virtual Family Offices (VFOs) for clients by leveraging a network of hand-picked, pre-vetted professionals to deliver holistic wealth strategies. The firm coordinates a client's entire professional team in alignment with their objectives, working toward the best outcomes through complex transitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services offered through the Virtual Family Office model include goals-based planning and investing, risk mitigation, lifestyle services, CFO services, pre-transaction planning, liquidity and exit planning, tax strategy and planning, charitable giving and planning, family governance and education, investment banking resources, wealth strategy and estate planning, private investment opportunities, real estate guidance, and trust services — coordinated through a network of independent third-party professionals.
Who they serve
High Net Worth Families and Founders & Entrepreneurs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $19M |
| High Net Worth Individuals | 38 | $103M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Integrated Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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