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Building 2INTEGRATED WEALTH ADVISORS, LLC

Map pinBELLEVUE, WA
Phone425-818-0717
NotebookSEC #801-135128
Total AUM
$122.4M
Employees
6
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 108TH AVE NE
#1100
BELLEVUE
WA 98004
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
425-818-0717
Other Offices
1

ReceiptFinancials

Total AUM
$122.4M
Accounts
288
Discretionary
$122.4M
Accounts
288
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$19.1M
HNW Individual Clients
38
AUM
$103.2M
Corporation or Business Clients
2
AUM
$94.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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