INTEGRATED WEALTHCARE, LLC
CRD #312929 SEC #801-121522 DURHAM, NC 866-694-6292
SEC Registered
Total AUM
$144.9M
Discretionary
$144.9M
Employees
9
Clients
101
Accounts
712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $144.9M | $144.9M | $0 | 9 | 0 |
| Mar 2025 | $144.9M | $144.9M | $0 | 9 | 0 |
| Oct 2024 | $117.6M | $111.1M | $6.5M | 6 | 102 |
| Apr 2024 | $117.6M | $111.1M | $6.5M | 6 | 102 |
| Mar 2024 | $117.6M | $111.1M | $6.5M | 6 | 102 |
| Apr 2023 | $95M | $19.1M | $75.9M | 6 | 110 |
| Mar 2023 | $95M | $19.1M | $75.9M | 6 | 110 |
| Mar 2023 | $95M | $19.1M | $75.9M | 6 | 110 |
| May 2022 | $117M | $77.6M | $39.4M | 4 | 5 |
| Mar 2022 | $117M | $77.6M | $39.4M | 4 | 5 |
| Jan 2022 | $112.4M | $65.7M | $46.6M | 4 | 5 |
| Dec 2021 | $112.4M | $65.7M | $46.6M | 4 | 5 |
| Oct 2021 | $0 | $0 | $0 | 4 | 0 |
| May 2021 | $0 | $0 | $0 | 4 | 0 |
| May 2021 | $0 | $0 | $0 | 4 | 0 |
DateApr 2025
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$117.6M
Discretionary$111.1M
Non-Disc.$6.5M
Employees6
Clients102
DateApr 2024
Total AUM$117.6M
Discretionary$111.1M
Non-Disc.$6.5M
Employees6
Clients102
DateMar 2024
Total AUM$117.6M
Discretionary$111.1M
Non-Disc.$6.5M
Employees6
Clients102
DateApr 2023
Total AUM$95M
Discretionary$19.1M
Non-Disc.$75.9M
Employees6
Clients110
DateMar 2023
Total AUM$95M
Discretionary$19.1M
Non-Disc.$75.9M
Employees6
Clients110
DateMar 2023
Total AUM$95M
Discretionary$19.1M
Non-Disc.$75.9M
Employees6
Clients110
DateMay 2022
Total AUM$117M
Discretionary$77.6M
Non-Disc.$39.4M
Employees4
Clients5
DateMar 2022
Total AUM$117M
Discretionary$77.6M
Non-Disc.$39.4M
Employees4
Clients5
DateJan 2022
Total AUM$112.4M
Discretionary$65.7M
Non-Disc.$46.6M
Employees4
Clients5
DateDec 2021
Total AUM$112.4M
Discretionary$65.7M
Non-Disc.$46.6M
Employees4
Clients5
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0