PPrivate Fund Data Log in Join · $37/mo

Austin Sarvis Collins

Founding Principal/Managing Member/Chief Compliance OfficerIntegrated Wealth Advisors, LLCCRD 5023425

About Austin Sarvis Collins

Austin Sarvis Collins is listed as Founding Principal/Managing Member/Chief Compliance Officer at Integrated Wealth Advisors, LLC in Bellevue, WA. Form ADV reports a beneficial ownership band of Over 75%. Austin Sarvis Collins is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Integrated Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Austin Sarvis Collins work?

Austin Sarvis Collins is listed as Founding Principal/Managing Member/Chief Compliance Officer at Integrated Wealth Advisors, LLC on SEC Form ADV.

How much of Integrated Wealth Advisors, LLC does Austin Sarvis Collins own?

Form ADV reports a beneficial ownership band of Over 75%.

Integrated Wealth Advisors, LLC

TitleFounding Principal/Managing Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2021

Optimal Tax Asset Management, Inc.

TitleManaging Partner, Ceo
Ownership50-75%
Control personYes
Since2025