INTEGRATED WEALTHCARE, LLC

INTEGRATED WEALTHCARE, LLC of DURHAM, NC is an SEC-registered investment adviser (CRD 312929). Regulatory assets under management: $218.2M.

Registration

• CRD: 312929
• SEC file number: 801-121522
• Type: Registered investment adviser
• Location: 3100 TOWER BLVD, STE 1605, DURHAM, NC, 27707-6323
• Phone: 866-694-6292
• Latest filing: 2026-03-26
• Regulatory AUM: $218.2M
• Discretionary AUM: $218.2M
• Clients: 11
• Accounts: 792

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312929 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search