Integrated Wealth Advisors, LLC: new SEC registration, $122M AUM, Bellevue, WA
Integrated Wealth Advisors, LLC (Bellevue, Washington): new SEC registration, $122M AUM, Bellevue, WA. Its amount of 122 is below the median of 134 (42nd percentile). Dated 300 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 122 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Integrated Wealth Advisors, LLC |
| Legal name | Integrated Wealth Advisors, LLC |
| CRD | 314575 |
| Status | Approved |
| Registered with the SEC | 2026-01-08 |
| Latest Form ADV filing | 2026-06-09 |
| Location | Bellevue, WA, United States |
| Regulatory AUM | $122,360,346 |
| Accounts | 288 |
| Employees | 6 |
| Website | HTTP://WWW.INTEGRATEDWA.COM |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WA first): Gevers Wealth Management · Sloy Dahl & Holst Holdings, INC · Soundpath Retirement Strategies, LLC · Brackenwood Capital Management, LLC · Trail Financial Planning LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Integrated Wealth Advisors, LLC and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Integrated Wealth Advisors, LLC's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $122M under management.
- Website on file.
What is the NewRiaPulse record for Integrated Wealth Advisors, LLC in Bellevue, Washington?
Integrated Wealth Advisors, LLC received SEC registration as an investment adviser (2026-01-08) with $122,360,346 in regulatory assets under management, based in Bellevue, WA.
How does Integrated Wealth Advisors, LLC compare to other Washington NewRiaPulse records?
Its amount of 122 is below the median (42th percentile); smaller records often move faster and face less competition. It is 300 days old; check the official source for later updates before acting.
Integrated Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Integrated Wealth Advisors, LLC | Bellevue, WA | 122 | 42nd | 2026-01-08 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.