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Integrated Partners, LLC

Managing MemberIntegrated Wealth Concepts LLC

About Integrated Partners, LLC

Integrated Partners, LLC is listed as Managing Member at Integrated Wealth Concepts LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Integrated Wealth Concepts LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Integrated Partners, LLC work?

Integrated Partners, LLC is listed as Managing Member at Integrated Wealth Concepts LLC on SEC Form ADV.

How much of Integrated Wealth Concepts LLC does Integrated Partners, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Integrated Wealth Concepts LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2025