INTEGRATED WEALTH CONCEPTS LLC
CRD #284656 SEC #801-108179 WALTHAM, MA (781) 890-3045
SEC Registered
Total AUM
$16.4B
Discretionary
$16.4B
Employees
455
Clients
--
Accounts
52,770
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $16.4B | $16.4B | $0 | 455 | 250 |
| Dec 2025 | $16.4B | $16.4B | $0 | 455 | 250 |
| Sep 2025 | $16.4B | $16.4B | $0 | 455 | 250 |
| Jun 2025 | $15.2B | $15.2B | $0 | 455 | 250 |
| Apr 2025 | $15.2B | $15.2B | $0 | 455 | 250 |
| Mar 2025 | $15.2B | $15.2B | $0 | 455 | 250 |
| Feb 2025 | $13.5B | $13.5B | $0 | 424 | 6 |
| Jan 2025 | $13.5B | $13.5B | $0 | 424 | 6 |
| Nov 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Oct 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Oct 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Oct 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Sep 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Sep 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Aug 2024 | $13.5B | $13.5B | $0 | 424 | 6 |
| Jul 2024 | $12.4B | $12.4B | $0 | 424 | 6 |
| Jul 2024 | $12.4B | $12.4B | $0 | 424 | 6 |
| Jun 2024 | $12.4B | $12.4B | $0 | 424 | 6 |
| Mar 2024 | $12.4B | $12.4B | $0 | 424 | 6 |
| Feb 2024 | $7.5B | $7.5B | $0 | 178 | 400 |
| Feb 2024 | $7.5B | $7.5B | $0 | 178 | 400 |
| Feb 2024 | $7.5B | $7.5B | $0 | 178 | 400 |
| Dec 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Dec 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Nov 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Oct 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Oct 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Oct 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Sep 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Jul 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| May 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| May 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Mar 2023 | $7.5B | $7.5B | $0 | 178 | 400 |
| Mar 2023 | $7.8B | $7.8B | $0 | 376 | 686 |
| Mar 2023 | $7.8B | $7.8B | $0 | 376 | 686 |
| Feb 2023 | $7.8B | $7.8B | $0 | 376 | 686 |
| Jan 2023 | $7.8B | $7.8B | $0 | 376 | 686 |
| Jan 2023 | $7.8B | $7.8B | $0 | 376 | 686 |
| Jan 2023 | $7.8B | $7.8B | $0 | 376 | 686 |
| Nov 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Aug 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Aug 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Jul 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| May 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Apr 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Apr 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Mar 2022 | $7.8B | $7.8B | $0 | 376 | 686 |
| Jan 2022 | $5B | $5B | $0 | 326 | 120 |
| Dec 2021 | $5B | $5B | $0 | 326 | 120 |
| Dec 2021 | $5B | $5B | $0 | 326 | 120 |
| Nov 2021 | $5B | $5B | $0 | 326 | 120 |
| Sep 2021 | $5B | $5B | $0 | 326 | 120 |
| Sep 2021 | $5B | $5B | $0 | 326 | 120 |
| Aug 2021 | $5B | $5B | $0 | 326 | 120 |
| Aug 2021 | $5B | $5B | $0 | 326 | 120 |
| Aug 2021 | $5B | $5B | $0 | 326 | 120 |
| Aug 2021 | $5B | $5B | $0 | 326 | 120 |
| Jul 2021 | $5B | $5B | $0 | 326 | 120 |
| Jul 2021 | $5B | $5B | $0 | 326 | 120 |
| Jul 2021 | $5B | $5B | $0 | 326 | 120 |
| Jul 2021 | $5B | $5B | $0 | 326 | 120 |
| Jul 2021 | $5B | $5B | $0 | 326 | 120 |
| Jun 2021 | $5B | $5B | $0 | 326 | 120 |
| May 2021 | $5B | $5B | $0 | 326 | 120 |
| Apr 2021 | $5B | $5B | $0 | 326 | 120 |
| Apr 2021 | $5B | $5B | $0 | 326 | 120 |
| Apr 2021 | $5B | $5B | $0 | 326 | 120 |
| Apr 2021 | $5B | $5B | $0 | 326 | 120 |
| Mar 2021 | $5B | $5B | $0 | 326 | 120 |
| Mar 2021 | $3.5B | $3.5B | $0 | 298 | 65 |
| Mar 2021 | $3.5B | $3.5B | $0 | 298 | 65 |
| Feb 2021 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jan 2021 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jan 2021 | $3.5B | $3.5B | $0 | 298 | 65 |
| Nov 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Aug 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Aug 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jul 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jul 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jul 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jul 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Jun 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Mar 2020 | $3.5B | $3.5B | $0 | 298 | 65 |
| Feb 2020 | $1.4B | $1.4B | $0 | 197 | 0 |
| Feb 2020 | $1.4B | $1.4B | $0 | 197 | 0 |
| Jan 2020 | $1.4B | $1.4B | $0 | 197 | 0 |
| Jan 2020 | $1.4B | $1.4B | $0 | 197 | 0 |
| Dec 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Nov 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Oct 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Oct 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Sep 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Sep 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Aug 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Jun 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| May 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| May 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Apr 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Apr 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 197 | 0 |
| Mar 2019 | $1B | $1B | $0 | 199 | 0 |
| Jan 2019 | $1B | $1B | $0 | 199 | 0 |
| Dec 2018 | $1B | $1B | $0 | 199 | 0 |
| Nov 2018 | $1B | $1B | $0 | 199 | 0 |
| Sep 2018 | $1B | $1B | $0 | 199 | 0 |
| Aug 2018 | $1B | $1B | $0 | 199 | 0 |
| May 2018 | $1B | $1B | $0 | 199 | 0 |
| Mar 2018 | $1B | $1B | $0 | 199 | 0 |
| Jun 2017 | $550M | $550M | $0 | 205 | 2,500 |
| Mar 2017 | $550M | $550M | $0 | 205 | 2,500 |
| Dec 2016 | $184.2M | $184.2M | $0 | 95 | 1,000 |
| Nov 2016 | $184.2M | $184.2M | $0 | 95 | 1,000 |
| Nov 2016 | $0 | $0 | $0 | 4 | 0 |
| Oct 2016 | $0 | $0 | $0 | 4 | 0 |
| Oct 2016 | $0 | $0 | $0 | 4 | 0 |
| Oct 2016 | $0 | $0 | $0 | 4 | 0 |
| Oct 2016 | $0 | $0 | $0 | 4 | 0 |
| Aug 2016 | $0 | $0 | $0 | 4 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees455
Clients250
DateDec 2025
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees455
Clients250
DateSep 2025
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees455
Clients250
DateJun 2025
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees455
Clients250
DateApr 2025
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees455
Clients250
DateMar 2025
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees455
Clients250
DateFeb 2025
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateJan 2025
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateNov 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateOct 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateOct 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateOct 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateSep 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateSep 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateAug 2024
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees424
Clients6
DateJul 2024
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees424
Clients6
DateJul 2024
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees424
Clients6
DateJun 2024
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees424
Clients6
DateMar 2024
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees424
Clients6
DateFeb 2024
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateFeb 2024
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateFeb 2024
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateDec 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateDec 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateNov 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateOct 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateOct 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateOct 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateSep 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateJul 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateMay 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateMay 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateMar 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees178
Clients400
DateMar 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateMar 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateFeb 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateJan 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateJan 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateJan 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateNov 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateAug 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateAug 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateJul 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateMay 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateApr 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateApr 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateMar 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees376
Clients686
DateJan 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateDec 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateDec 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateNov 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateSep 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateSep 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateAug 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateAug 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateAug 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateAug 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateJul 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateJul 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateJul 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateJul 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateJul 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateJun 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateMay 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateApr 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateApr 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateApr 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateApr 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateMar 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees326
Clients120
DateMar 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateMar 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateFeb 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJan 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJan 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateNov 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateAug 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateAug 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJul 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJul 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJul 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJul 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateJun 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateMar 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees298
Clients65
DateFeb 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateFeb 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateJan 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateJan 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateDec 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateNov 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateOct 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateOct 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateSep 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateSep 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateAug 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateJun 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees197
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateJan 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateDec 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateNov 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateSep 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateAug 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateMay 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees199
Clients0
DateJun 2017
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees205
Clients2,500
DateMar 2017
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees205
Clients2,500
DateDec 2016
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees95
Clients1,000
DateNov 2016
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees95
Clients1,000
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0