INTEGRATED WEALTHCARE, LLC
SEC Form ADV profile.
Total regulatory AUM
$218,160,219
Discretionary
$218,160,219
Non-discretionary
$0
Firm details
- CRD number
- 312929
- SEC file number
- 801-121522
- Main office
- DURHAM, NC, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.