Integrated Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 15, 2026, reports $122M in regulatory assets under management, 6 employees, 1 office, and 288 accounts.
Assets Under Management
$122M
Employees
6
Offices
1 office
Total Clients
86
Primary office
BELLEVUE, WA
500 108TH AVE NE, #1100, BELLEVUE, WA, United States
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
46
2
HNWI
44.2%
38
3
Corporations
2.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of April 15, 2026
Discretionary100.0%
$122M
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$122M
Total Accounts288
10Y AUM Change+$695K (+0.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* 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.