Integrated Wealth Concepts LLC

Firm record

As recorded in SEC IAPD

Firm CRD

284656

SEC number

801-108179

Firm type

RIA

Assets under management

$18.9B as of Jun 16, 2026

Website

www.instagram.com/strongvalleywealth ↗

Phone

(781) 890-3045

Address

200 5th Avenue, Waltham, MA, 02451

Advisors at this firm

416 in our index · page 1 of 9

• Andrew Seymour AdilCRD 2093525 · South Windsor, CT
  IA RegisteredRegistration inactive
• Susan M Ahern-WiercinskiCRD 1075391 · Waltham, MA
  IA RegisteredRegistration inactive
• Christopher Paul AldrichCRD 6439918 · Waterford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexander Eric AlvarezCRD 7858342 · Englewood, CO
  IA Registered
• David Eric AppelCRD 2294975 · Waltham, MA
  IA RegisteredBroker
• Leslie Erica ArchambaultCRD 2864622 · Manchester, CT
  IA RegisteredBroker
• Terrance William ArgesCRD 5494713 · San Diego, CA
  IA RegisteredRegistration inactive
• Jeffrey Mark ArmstrongCRD 2808264 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Becky AustinCRD 8083349 · Modesto, CA
  IA Registered
• Richard Edward AustinCRD 2961831 · Waltham, MA
  IA RegisteredBroker
• Danya AbramsCRD 6371217 · Waltham, MA
  IA Registered
• Neal M AlbrittonCRD 4707408 · Creve Coeur, MO
  IA RegisteredRegistration inactive
• Dwight Alan AndersonCRD 4451022 · Gig Harbor, WA
  IA RegisteredRegistration inactive
• Matthew P AntonellisCRD 6701276 · Charlestown, MA
  IA RegisteredRegistration inactive
• Arthur Thomas ArsenaultCRD 6571526 · Waltham, MA
  IA RegisteredBroker
• Manoj BainsCRD 8043949 · Modesto, CA
  IA Registered
• Adam Francis BakerCRD 6607151 · Escondido, CA
  IA RegisteredRegistration inactive
• Matthew Robert BarretteCRD 2986878 · Roanoke, VA
  IA RegisteredBroker
• Tejas Kiel BartakkeCRD 6340283 · Chesapeake, VA
  IA RegisteredBroker
• Kirk Hogan BaurCRD 2957374 · Piseco, NY
  IA RegisteredRegistration inactive
• Andrew BautistaCRD 7864981 · Irvine, CA
  IA Registered
• William Joseph BeaudoinCRD 2472563 · Waltham, MA
  IA RegisteredBroker
• Douglas BeaverCRD 7863501 · Irvine, CA
  IA Registered
• Eric N BeelerCRD 6911840 · Creve Coeur, MO
  IA RegisteredRegistration inactive
• Livia BenjaminCRD 8026512 · La Jolla, CA
  IA Registered
• Galina BerkovichCRD 7508452 · La Jolla, CA
  IA Registered
• John Patrick BerryCRD 2991677 · Cary, NC
  IA RegisteredRegistration inactive
• Todd Alan BesseyCRD 2562979 · Algonquin, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Jonathan BettisCRD 1651387 · Carlsbad, CA
  IA Registered
  Disclosure event(s) on record
• Jason BevacquaCRD 8262465 · Garden Grove, CA
  IA Registered
• Kahni BizubCRD 7865053 · Irvine, CA
  IA Registered
• Michael BlacksburgCRD 7789832 · San Rafael, CA
  IA Registered
• Lindsay B BlaneyCRD 4627990 · Littleton, CO
  IA RegisteredBroker
• Martin Stephen BodnerCRD 1180644 · Lincoln, RI
  IA RegisteredBroker
• Matthew Jon BonsallCRD 4072178 · Waltham, MA
  IA RegisteredBroker
• Patrice BorgeseCRD 5151652 · Brewster, NY
  IA RegisteredBroker
• Jeffrey BowmanCRD 7844102 · Modesto, CA
  IA Registered
• Sean Joseph BoylanCRD 1957391 · Waltham, MA
  IA RegisteredBroker
• Douglas Fairchild BradleyCRD 2850255 · La Jolla, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eric Karl BressmanCRD 4742130 · Naples, FL
  IA RegisteredRegistration inactive
• Dustin James BriqueletCRD 2340309 · San Diego, CA
  IA Registered
  Disclosure event(s) on record
• Courtney BrownCRD 8120319 · Irvine, CA
  IA Registered
• Robert Alan BrownCRD 6082866 · Green Valley, AZ
  IA RegisteredRegistration inactive
• Christian David BryantCRD 6692267 · St. Joseph, MO
  IA RegisteredRegistration inactive
• Michael Steven BuddCRD 811726 · Costa Mesa, CA
  IA Registered
• Bryce Aaron BurchCRD 5865561 · Kingwood, TX
  IA RegisteredRegistration inactive
• Sean Leighton BurkeCRD 6133974 · Rockland, MA
  IA RegisteredBroker
• Ruslan BurshteynCRD 7747020 · Stow, MA
  IA Registered
• Timothy ByersCRD 7870812 · Frenso, CA
  IA Registered
• Robert Arlington BargerCRD 6877360 · Cherry Hill, NJ
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.