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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUTCHINSON, BURWELL, LORAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| INTEGRATED WEALTH MANAGEMENT, LLC | DE | MEMBER AND OWNER | E | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHINSON, BURWELL, LORAN | I | MEMBER | D | Control |
| HUTCHINSON, BURWELL, LORAN | I | MEMBER | D | Control |
| HUTCHINSON, BURWELL, LORAN | I | MEMBER | D | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
| HUTCHINSON, BURWELL, LORAN | I | INTEGRATED WEALTH MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 13, 2024 REGISTERED
Notice Filings (6)
DE NE NJ PA TX VA
Address
5511 KIRKWOOD HIGHWAYWILMINGTON, DE 19808
United States
Phone: (302) 442-4233