Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $7,465,967,800 in 17,089 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,466
    MILLION
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Integrated Wealth Concepts LLC
Showing 11 - 20 of 327 top financial advisors.
11
Matthew R. Barrette
CRD#: 2986878
207 Albemarle Ave. Sw, Roanoke, VA 24016

Matthew Barrette (CRD# 2986878) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 26 years of experience in the finance industry.

12
Tejas K. Bartakke
CRD#: 6340283
555 Belaire Avenue, Suite 140, Chesapeake, VA 23320

Tejas Bartakke (CRD# 6340283) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chesapeake, VA and has over 9 years of experience in the finance industry.

13
Karl M. Baumann
CRD#: 4567371
200 5th Ave, Suite 4010, Waltham, MA 02451

Karl Baumann (CRD# 4567371) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 15 years of experience in the finance industry.

14
Kirk H. Baur
CRD#: 2957374
102b Centre Blvd., Marlton, NJ 08053

Kirk Baur (CRD# 2957374) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Marlton, NJ and has over 26 years of experience in the finance industry.

15
William J. Beaudoin
CRD#: 2472563
200 5th Ave, Suite 4010, Waltham, MA 02451

William Beaudoin (CRD# 2472563) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry.

16
John P. Berry
CRD#: 2991677
Cary, NC

John Berry (CRD# 2991677) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cary, NC and has over 26 years of experience in the finance industry.

17
Todd A. Bessey
CRD#: 2562979
200 5th Ave, Suite 4010, Waltham, MA 02451

Todd Bessey (CRD# 2562979) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry.

18
William J. Bettis
CRD#: 1651387
Carlsbad, CA

William Bettis (CRD# 1651387) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Carlsbad, CA and has over 27 years of experience in the finance industry.

19
Lindsay B. Blaney
CRD#: 4627990
10789 Bradford Road, Suite 204, Littleton, CO 80127

Lindsay Blaney (CRD# 4627990) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Littleton, CO and has over 6 years of experience in the finance industry.

20
Martin S. Bodner
CRD#: 1180644
Lincoln, RI

Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 37 years of experience in the finance industry.

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