INTEGRATED WEALTH ADVISORS, LLC
CRD #145261 SEC #801-113842 WILMINGTON, DE (302) 442-4233
SEC Registered
Total AUM
$107.4M
Discretionary
$106.2M
Employees
2
Clients
51
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $107.4M | $106.2M | $1.1M | 2 | 0 |
| Oct 2023 | $104.1M | $103.1M | $1M | 2 | 2 |
| Aug 2023 | $104.1M | $103.1M | $1M | 2 | 2 |
| Mar 2023 | $104.1M | $103.1M | $1M | 2 | 2 |
| Nov 2022 | $124.9M | $123.7M | $1.2M | 3 | 0 |
| Mar 2022 | $124.9M | $123.7M | $1.2M | 3 | 0 |
| Mar 2021 | $109.5M | $108.5M | $1.1M | 3 | 0 |
| Jun 2020 | $112.5M | $111.5M | $1M | 2 | 0 |
| May 2020 | $112.5M | $111.5M | $1M | 2 | 0 |
| Feb 2020 | $112.5M | $111.5M | $1M | 2 | 0 |
| Mar 2019 | $100.5M | $99.7M | $858.6K | 2 | 0 |
| Oct 2018 | $108.7M | $107.6M | $1.1M | 2 | 0 |
| Sep 2018 | $108.7M | $107.6M | $1.1M | 3 | 0 |
| Jul 2018 | $108.7M | $107.6M | $1.1M | 3 | 0 |
| Feb 2012 | $56.2M | $53.2M | $3M | 1 | 26 |
| Jan 2012 | $56.2M | $53.2M | $3M | 1 | 26 |
| Nov 2011 | $49.8M | $47.1M | $2.7M | 1 | 26 |
| Mar 2009 | $27.8M | $27.8M | $0 | 5 | -- |
| Jan 2008 | $37.2M | $37.2M | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2024
Total AUM$107.4M
Discretionary$106.2M
Non-Disc.$1.1M
Employees2
Clients0
DateOct 2023
Total AUM$104.1M
Discretionary$103.1M
Non-Disc.$1M
Employees2
Clients2
DateAug 2023
Total AUM$104.1M
Discretionary$103.1M
Non-Disc.$1M
Employees2
Clients2
DateMar 2023
Total AUM$104.1M
Discretionary$103.1M
Non-Disc.$1M
Employees2
Clients2
DateNov 2022
Total AUM$124.9M
Discretionary$123.7M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2022
Total AUM$124.9M
Discretionary$123.7M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2021
Total AUM$109.5M
Discretionary$108.5M
Non-Disc.$1.1M
Employees3
Clients0
DateJun 2020
Total AUM$112.5M
Discretionary$111.5M
Non-Disc.$1M
Employees2
Clients0
DateMay 2020
Total AUM$112.5M
Discretionary$111.5M
Non-Disc.$1M
Employees2
Clients0
DateFeb 2020
Total AUM$112.5M
Discretionary$111.5M
Non-Disc.$1M
Employees2
Clients0
DateMar 2019
Total AUM$100.5M
Discretionary$99.7M
Non-Disc.$858.6K
Employees2
Clients0
DateOct 2018
Total AUM$108.7M
Discretionary$107.6M
Non-Disc.$1.1M
Employees2
Clients0
DateSep 2018
Total AUM$108.7M
Discretionary$107.6M
Non-Disc.$1.1M
Employees3
Clients0
DateJul 2018
Total AUM$108.7M
Discretionary$107.6M
Non-Disc.$1.1M
Employees3
Clients0
DateFeb 2012
Total AUM$56.2M
Discretionary$53.2M
Non-Disc.$3M
Employees1
Clients26
DateJan 2012
Total AUM$56.2M
Discretionary$53.2M
Non-Disc.$3M
Employees1
Clients26
DateNov 2011
Total AUM$49.8M
Discretionary$47.1M
Non-Disc.$2.7M
Employees1
Clients26
DateMar 2009
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--