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Integrated Wealthcare, LLC

● SEC registered since 2021CRD 312929SEC# 801-121522Durham, NC
Export (members)
Reg. AUM
$144.9M
Employees
9
Accounts
712
Location
Durham, NC

Integrated Wealthcare, LLC assets under management

Integrated Wealthcare, LLC is an investment advisory firm registered with the SEC based in Durham, NC. The firm has been registered since 2021. It reports $144.9 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/integrated-wealthcare-llcView on SEC.gov ↗

Integrated Wealthcare, LLC owners & executives

3 reported
NameTitleOwnershipSince
Blue Slide Steamers, LLCOwner25-50%2021
Michael Shayne Ruffing ControlOwner; Cco50-75%2006
Anthony Dilweg ControlSole PartnerOver 75%2018

Frequently asked questions

How much does Integrated Wealthcare, LLC manage?

Integrated Wealthcare, LLC reports $144.9 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Wealthcare, LLC have?

Integrated Wealthcare, LLC reports 9 employees.

Where is Integrated Wealthcare, LLC located?

Integrated Wealthcare, LLC is based in Durham, NC and has been SEC-registered since 2021.

Does Integrated Wealthcare, LLC disclose fund performance?

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

Contact & registration

Address3100 Tower Blvd, Ste 1660, Durham, NC 27707-6323
Phone866-694-6292
Fax866-667-3599
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1962105
Discloses disciplinary historyNo

Assets under management

Discretionary$144.9M
Non-discretionary$0
Total (RAUM)$144.9M