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 2 of 9

• Cody BartusiakCRD 7174107 · Westminster, CO
  IA RegisteredRegistration inactive
• William BehlingCRD 6942885 · Waltham, MA
  IA RegisteredRegistration inactive
• Diego BelloCRD 7337651 · Waltham, MA
  IA Registered
• Rex Austin BergerCRD 7272565 · Southampton, NY
  IA Registered
• Joshua BodenstadtCRD 7226842 · La Jolla, CA
  IA Registered
• Kyle Kosuke Ha'aheo CaouetteCRD 5232185 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Brad Mitchell CaplandCRD 4027121 · Concord, MA
  IA RegisteredBroker
• Leeanne CardozaCRD 8177284 · Modesto, CA
  IA Registered
• Timothy Mark CarlsonCRD 6231103 · Worcester, MA
  IA RegisteredBroker
• Stephen Joseph CarriggCRD 5927305 · Waltham, MA
  IA Registered
• Heidi Jane CartwrightCRD 5711934 · Traverse City, MI
  IA RegisteredBroker
• Christopher Carl CavallaroCRD 2125009 · Lighthouse Point, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Therese CheeversCRD 7855423 · Irvine, CA
  IA Registered
• Andrea ChillakCRD 1359183 · Encinitas, CA
  IA Registered
• Judith Felicia ChimentiCRD 729565 · North Hampton, NH
  IA RegisteredBroker
• David Munho ChoiCRD 5473837 · Newport Beach, CA
  IA RegisteredBroker
• Shawna Dawn ChristiansenCRD 5082420 · Escondido, CA
  IA RegisteredRegistration inactive
• Johnny N ChuchenCRD 3024845 · Venice, CA
  IA RegisteredRegistration inactive
• Charles Edgar ClarkCRD 7422489 · Gig Harbor, WA
  IA RegisteredRegistration inactive
• David Scott CoburnCRD 1161246 · Manchester, CT
  IA RegisteredBroker
• Maria CoclinCRD 5670070 · Cranston, RI
  IA RegisteredBroker
• Zachary ColeCRD 8077614 · West Hollywood, CA
  IA Registered
• Christopher Matthew ConnerCRD 3220459 · Modesto, CA
  IA RegisteredRegistration inactive
• Kevin Patrick ConnorsCRD 4661326 · Charlestown, MA
  IA RegisteredRegistration inactive
• Patrick Joseph ConsidineCRD 7181998 · Waltham, MA
  IA RegisteredBroker
• Johnny CordeiroCRD 7917155 · Westport, MA
  IA Registered
• Jeffrey K CoreyCRD 5853613 · Waltham, MA
  IA RegisteredRegistration inactive
• Melissa Laura CournyerCRD 6244893 · Gig Harbor, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Edward CowlingCRD 1938560 · Orleans, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• David CoxCRD 8027219 · Woodland Hills, CA
  IA Registered
• Wheeler Maidrand CrowleyCRD 5921708 · Portsmouth, NH
  IA RegisteredRegistration inactive
• Eric CareyCRD 7971728 · Waltham, MA
  IA Registered
• Lianne Alyssa CastelliCRD 6561339 · Waltham, MA
  IA RegisteredBroker
• William O CreedonCRD 4688955 · Charlestown, MA
  IA RegisteredRegistration inactive
• Meghan CruzCRD 5577652 · Charlestown, MA
  IA RegisteredRegistration inactive
• Ryan M DamasoCRD 5742387 · Waltham, MA
  IA RegisteredBroker
• Tambra DavisCRD 7834798 · Modesto, CA
  IA Registered
• Thomas Eugene DavisCRD 1463278 · Roanoke, VA
  IA RegisteredBroker
• Brian Harding DawahareCRD 2891291 · Louisville, KY
  IA RegisteredBroker
• Rajiv DayalCRD 5341998 · Waltham, MA
  IA RegisteredBroker
• Douglas DeboerCRD 5678904 · Modesto, CA
  IA Registered
• Leal Stephen DeddensCRD 4700038 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Andrew DemerittCRD 3021329 · Franklin, MA
  IA RegisteredBroker
• Elizabeth Coburn DerwayCRD 1873991 · Manchester, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• John Seaford DerwayCRD 844425 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony James DesignorCRD 5623514 · Woodland Park, CO
  IA RegisteredBroker
• Samuel Joseph DiarbakerlyCRD 6435769 · Naples, FL
  IA RegisteredRegistration inactive
• Richard V. DigennaroCRD 6146182 · Warwick, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Paul DionneCRD 1226262 · Rockland, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary John DiskinCRD 7578586 · San Diego, CA
  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.