# Integrated Wealth Concepts

Integrated Wealth Concepts is a Bank / Wealth / Trust based in Waltham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Waltham, United States
- **Region:** North America
- **Address:** Waltham, MA, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** integrated-partners.com
- **LinkedIn:** https://www.linkedin.com/company/integrated-partners

## Regulatory record

- **CRD number:** 284656
- **SEC file number:** 801-108179
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284656

## About

Founded in 1996 and based in Waltham, Massachusetts, Integrated Wealth Concepts operates as an independent registered investment advisor. The firm provides portfolio management and financial planning services to individuals, high-net-worth families, trusts, estates, businesses, and retirement plan sponsors. The firm's structure as a standalone advisory means client assets are custodied externally and manager selection is not restricted to any single platform, a structural difference from bank-owned wealth management divisions. Integrated Wealth Concepts constructs multi-asset portfolios spanning equities, fixed income, and alternative investments, drawing on third-party institutional managers and fund vehicles. The firm's investment committee conducts ongoing due diligence on underlying strategies, targeting risk-adjusted returns keyed to each client's specific objectives rather than applying a single model portfolio. Direct co-investment or proprietary fund-of-funds structures are not publicly reported. The firm serves its client base primarily from its single headquarters in Waltham, with no additional offices or affiliate locations documented in public records. Total assets under management, professional headcount, and specific named portfolio holdings have not been disclosed by the firm. Philanthropic advisory capabilities are offered alongside general wealth management, though no separate grantmaking foundation bearing the firm's name has been established. Integrated Wealth Concepts operates as an independent fiduciary, meaning its advisors are not sales agents reimbursed by product providers — a governance structure that removes the product-push incentives present in insurance-owned or wirehouse advisory models.

## Related profiles

- [Integrated Wealth Advisory Services](https://altss.com/profile/integrated-wealth-advisory-services)
- [Integrated Wealth Management](https://altss.com/profile/integrated-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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