Integrated Wealthcare, LLC
● SEC registered since 2021CRD 312929SEC# 801-121522Durham, NC
Reg. AUM
$218.2M
Employees
11
Accounts
792
Location
Durham, NC
Integrated Wealthcare, LLC assets under management
Integrated Wealthcare, LLC is an investment advisory firm registered with the SEC based in Durham, NC. The firm has been registered since 2021. It reports $218.2 million in regulatory assets under management and employs 11 people.
Integrated Wealthcare, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blue Slide Steamers, LLC | Owner | 25-50% | 2021 |
| Michael Shayne Ruffing Control | Owner; Cco | 50-75% | 2006 |
| Anthony Dilweg Control | Sole Partner | Over 75% | 2018 |
Frequently asked questions
How much does Integrated Wealthcare, LLC manage?
Integrated Wealthcare, LLC reports $218.2 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Wealthcare, LLC have?
Integrated Wealthcare, LLC reports 11 employees.
Where is Integrated Wealthcare, LLC located?
Integrated Wealthcare, LLC is based in Durham, NC and has been SEC-registered since 2021.
Does Integrated Wealthcare, LLC disclose fund performance?
Integrated Wealthcare, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3100 Tower Blvd, Ste 1605, Durham, NC 27707-6323 |
| Phone | 866-694-6292 |
| Fax | 866-667-3599 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1962105 |
| Discloses disciplinary history | No |
Regulatory AUM
$218.2M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$218.2Mregulatory AUM
Discretionary $218.2M