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 that began SEC registration in 2021 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Its fee models include a percentage of AUM as well as hourly and fixed-fee arrangements. The firm is not flagged 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 4
August 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
$137M in ETFs
66%
$89.6M
34%
$47.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $25.7M | 297,818 | 18.76% |
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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