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Integrated Wealth Advisors, LLC

● SEC registered since 2026CRD 314575SEC# 801-135128Bellevue, WA
Export (members)
Reg. AUM
$121.7M
Employees
6
Accounts
84
Location
Bellevue, WA

Integrated Wealth Advisors, LLC assets under management

Integrated Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2026. It reports $121.7 million in regulatory assets under management and employs 6 people.
www.integratedwa.comView on SEC.gov ↗

Integrated Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Austin Sarvis Collins ControlFounding Principal/Managing Member/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Integrated Wealth Advisors, LLC manage?

Integrated Wealth Advisors, LLC reports $121.7 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Wealth Advisors, LLC have?

Integrated Wealth Advisors, LLC reports 6 employees.

Where is Integrated Wealth Advisors, LLC located?

Integrated Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2026.

Does Integrated Wealth Advisors, LLC disclose fund performance?

Integrated Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 108th Ave NE, #1100, Bellevue, WA 98004
Phone425-818-0717
Office hours9a.m. - 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.7M
Non-discretionary$0
Total (RAUM)$121.7M