Integrated Wealthcare, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durham, NC. Its latest Form ADV filing, dated March 26, 2026, reports $218M in regulatory assets under management, 11 employees, 2 offices, and 792 accounts.
Assets Under Management
$218M
Employees
11
Offices
2 offices
Total Clients
143
Primary office
DURHAM, NC
3100 TOWER BLVD, STE 1605, DURHAM, NC, United States
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
83
2
HNWI
36.4%
52
3
Pension Plans
5.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of March 26, 2026
Discretionary100.0%
$218M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts792
10Y AUM Change+$218M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee13:1
10Y Employee Change+7 (+175.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.