INTEGRATED WEALTH ADVISORS, LLC
INTEGRATED WEALTH ADVISORS, LLC of WILMINGTON, DE is an SEC-registered investment adviser (CRD 145261). Regulatory assets under management: $107.4M.
Registration
- CRD: 145261
- SEC file number: 801-113842
- Type: Registered investment adviser
- Location: 5511 KIRKWOOD HIGHWAY, WILMINGTON, DE, 19808
- Phone: (302) 442-4233
- Latest filing: 2024-03-13
- Regulatory AUM: $107.4M
- Discretionary AUM: $106.2M
- Non-discretionary AUM: $1.1M
- Clients: 2
- Accounts: 268
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| FISCHER THEODORE ARTHUR | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| HUTCHINSON BURWELL LORAN | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
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