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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 28, 2025
- 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 |
|---|---|---|---|---|
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | E | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | E | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| RUFFING, MICHAEL, SHAYNE | I | OWNER; CCO | D | Control |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C | |
| BLUE SLIDE STEAMERS, LLC | DE | OWNER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
| Dilweg, Anthony | I | BLUE SLIDE STEAMERS, LLC | E | Control |
Registrations
Federal
IA
Apr 28, 2025 REGISTERED
Notice Filings (7)
FL HI LA NC NH PA TX
Address
3100 TOWER BLVDSTE 1660
DURHAM, NC 27707-6323
United States
Phone: 866-694-6292