INTEGRAL PRIVATE WEALTH ADVISORS L.L.C.
CRD #319284 SEC #802-123720 732-406-2970
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 14, 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 |
|---|---|---|---|---|
| BERNSTEIN, LARRY, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| BERNSTEIN, LARRY, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| BERNSTEIN, LARRY, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| BERNSTEIN, LARRY, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| IRWIN, WILLIAM, JOSEPH | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| IRWIN, WILLIAM, JOSEPH | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| IRWIN, WILLIAM, JOSEPH | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| IRWIN, WILLIAM, JOSEPH | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, KIRK, P | I | PRINCIPAL | NA | Control |
| SCHNEIDER, KIRK, P | I | PRINCIPAL | NA | Control |
| SCHNEIDER, KIRK, P | I | PRINCIPAL | NA | Control |
| SCHNEIDER, KIRK, P | I | PRINCIPAL | NA | Control |
| INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| IRWIN, WILLIAM, JOSEPH | I | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | F | Control |
| IRWIN, WILLIAM, JOSEPH | I | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | F | Control |
| SCHNEIDER, KIRK, P | I | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | F | Control |
| SCHNEIDER, KIRK, P | I | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | F | Control |
| BERNSTEIN, LARRY, SCOTT | I | LARRY BERNSTEIN HOLDINGS LLC | E | Control |
| BERNSTEIN, LARRY, SCOTT | I | LARRY BERNSTEIN HOLDINGS LLC | D | Control |
| BERNSTEIN, LARRY, SCOTT | I | LARRY BERNSTEIN HOLDINGS LLC | D | Control |
| IRWIN, WILLIAM, JOSEPH | I | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | C | Control |
| LARRY BERNSTEIN HOLDINGS LLC | DE | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | C | Control |
| LARRY BERNSTEIN HOLDINGS LLC | DE | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | C | Control |
| LARRY BERNSTEIN HOLDINGS LLC | DE | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | C | Control |
| SCHNEIDER, KIRK, P | I | INTEGRAL PRIVATE WEALTH HOLDINGS, LLC | C | Control |
Registrations
Federal
ERA
Mar 14, 2025 REGISTERED
Address
Phone: 732-406-2970