Integrated Wealth Advisors

Integrated Wealth Advisors

Founded in 2020 and headquartered in Bellevue, Washington, Integrated Wealth Advisors operates as a registered investment adviser serving individuals and high-net-worth families. The firm emerged during a period of heightened wealth creation in the Pacific Northwest's technology corridor and positioned itself as a fiduciary planner for concentrated equity holders and multi-generational families. The firm's investment posture centers on integrated financial planning — combining portfolio management with estate, tax, and retirement planning. Its regulatory filings confirm advisory services for individuals and high-net-worth clients, though specific portfolio holdings and asset-class weightings remain undisclosed. The wealth manager draws on the Pacific Northwest's deep pool of concentrated wealth, particularly from technology, e-commerce, and real estate liquidity events. Integrated Wealth Advisors maintains a single-office footprint in Bellevue, keeping operations lean and client-facing. The firm has not publicly disclosed professional headcount, assets under management, or specific adjacent vehicles such as a family office division or philanthropic entity. Its SEC registration confirms direct advisory relationships rather than a fund-of-funds or club-deal structure. The firm's structural posture — a post-2020 RIA formed as a fiduciary shop rather than a broker-dealer or multi-family office — reflects the ongoing shift toward fee-only, planning-centric wealth management. Its Bellevue location places it in one of the densest concentrations of private wealth outside Manhattan, yet the firm has maintained a deliberately low public profile, with no disclosed institutional partnerships, sub-advisory relationships, or co-investment vehicles.