# Integrated Wealth Advisors

Integrated Wealth Advisors is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** integratedwa.com
- **LinkedIn:** https://www.linkedin.com/company/73823925

## Regulatory record

- **CRD number:** 314575
- **SEC file number:** 801-135128
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314575

## About

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.

## Sectors

- Wealth Management

## Questions

### What services does Integrated Wealth Advisors provide?

According to its SEC registration, the firm offers financial planning, wealth management, and portfolio management services. It advises individuals, high-net-worth individuals, and their families. The specific investment strategies and asset-allocation frameworks are not publicly documented in detail.

### Who founded Integrated Wealth Advisors and who runs it?

The firm's founding principals and current leadership have not been publicly disclosed in available regulatory filings or public records. Its Form ADV registration confirms the firm's Bellevue location and service scope but does not name specific individuals in publicly accessible summaries.

### What is Integrated Wealth Advisors' assets under management?

Assets under management have not been publicly disclosed. The firm's SEC filings do not include published AUM figures, and no external publication has independently verified the size of its client assets. The number remains undisclosed.

## Related profiles

- [Integrated Investment Consultants](https://altss.com/profile/integrated-investment-consultants)
- [Integrated Wealth Advisory Services](https://altss.com/profile/integrated-wealth-advisory-services)

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Last updated: 2026-06-03T20:00:00.000Z

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