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Building 2INTEGRATED WEALTH ADVISORS, LLC

Map pinWILMINGTON, DE
Phone(302) 442-4233
NotebookSEC #801-113842
Total AUM
$107.4M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5511 KIRKWOOD HIGHWAY
WILMINGTON
DE 19808
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(302) 442-4233
Other Offices
1

ReceiptFinancials

Total AUM
$107.4M
Accounts
268
Discretionary
$106.2M
Accounts
265
Non-Discretionary
$1.1M
Accounts
3

ContactClients

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Individual Clients
29
AUM
$16.8M
HNW Individual Clients
47
AUM
$89.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DENJVA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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