Integrated Wealth Advisors, LLC
● SEC registered since 2026CRD 314575SEC# 801-135128Bellevue, WA
Reg. AUM
$122.4M
Employees
6
Accounts
288
Location
Bellevue, WA
Integrated Wealth Advisors, LLC assets under management
Integrated Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2026. It reports $122.4 million in regulatory assets under management and employs 6 people.
Integrated Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Sarvis Collins Control | Founding Principal/Managing Member/Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Integrated Wealth Advisors, LLC manage?
Integrated Wealth Advisors, LLC reports $122.4 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Wealth Advisors, LLC have?
Integrated Wealth Advisors, LLC reports 6 employees.
Where is Integrated Wealth Advisors, LLC located?
Integrated Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2026.
Does Integrated Wealth Advisors, LLC disclose fund performance?
Integrated Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 108th Ave NE, #1100, Bellevue, WA 98004 |
| Phone | 425-818-0717 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.4M▲ 1%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$122.4Mregulatory AUM
Discretionary $122.4M