INTEGRATED WEALTHCARE, LLC
Firm details
- Headquarters
- DURHAM, North Carolina
- CRD number
- 312929
- Registered since
- June 21, 2021
- Website
- www.iwcglobal.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.15%
- Individuals15.14%
- Pension & Profit Sharing Plans14.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Integrated Wealthcare, LLC is an independent registered investment adviser formed in 2021 that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds5%
- Non-Exchange Traded Equities4%
- State & Local Bonds2%
- Other2%
Contacts
3 of 4August Pye
Associate AdvisorCRD 8084269
John Gallagher
Financial PlannerCRD 7718664
Jordan Celeste
Financial AdvisorCRD 8133156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$123M in ETFs
64%
$78.1M
36%
$44.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $21.6M | 49,497 | 17.61% |
Location
DURHAM, NC
DURHAM
Location
DURHAM, NC
Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- DURHAM
- Address
- 3100 Tower Blvd
- Time zone
- ET (UTC-5)
- Office locations
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