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 5 of 9

• Paul Coleman KoenigCRD 5253413 · Haddonfield, NJ
  IA RegisteredBroker
• Stephen KolanoCRD 3258184 · Waltham, MA
  IA Registered
• Suzan Renee KorthCRD 7508412 · La Jolla, CA
  IA Registered
• Katrina KowalskiCRD 7977254 · Stratham, NH
  IA Registered
• Mark KruspodinCRD 4052837 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Lorenz KyleCRD 5919910 · Houston, TX
  IA RegisteredRegistration inactive
• Asa Kimo KajihiroCRD 4878639 · Honolulu, HI
  IA RegisteredBroker
• Ely KaplanskyCRD 6880329 · Needham, MA
  IA Registered
• Ryan Matthew KerrCRD 7350205 · Roanoke, VA
  IA RegisteredBroker
• Dana LashbaughCRD 8228142 · Everett, WA
  IA Registered
• Brian Matthew LavoieCRD 5985779 · San Diego, CA
  IA Registered
• Quyen LebaCRD 5672652 · La Jolla, CA
  IA Registered
• Cynthia LeberthonCRD 7865048 · Irvine, CA
  IA Registered
• Il Shin LeeCRD 7704271 · Beverly Hills, CA
  IA Registered
• Lance Aaron LeimbergCRD 4769315 · Haddonfield, NJ
  IA RegisteredBroker
• Jeffrey Stann LevineCRD 5577554 · Newton, MA
  IA RegisteredBroker
• Darren Mitchell LevinthalCRD 5179337 · Westminster, CO
  IA RegisteredRegistration inactive
• Jason LewisCRD 8241605 · Redlands, CA
  IA Registered
• Albert Kwok Foo LiCRD 1043906 · Waltham, MA
  IA RegisteredRegistration inactive
• Kristopher Todd LindleyCRD 4576549 · San Diego, CA
  IA RegisteredBroker
• Sophia Anne LizaldeCRD 8077635 · Escondido, CA
  IA Registered
• Charlie LowenbergCRD 8241623 · Redlands, CA
  IA Registered
• Raymond Joseph LucasCRD 1600194 · Worcester, MA
  IA RegisteredBroker
• Raymond Joseph LucasCRD 7411027 · Worcester, MA
  IA RegisteredBroker
• Jeffrey Eugene LacrossCRD 5425999 · Beverly, MA
  IA Registered
• Richard Edward LacrossCRD 5030265 · Acton, MA
  IA Registered
• Samuel Christian Landphair-HennekeCRD 8097862 · Fairfax, VA
  IA RegisteredBroker
• Raul Noah LizaldeCRD 7525193 · Escondido, CA
  IA Registered
• Jeff Lee MacyCRD 5928613 · Roanoke, VA
  IA RegisteredBroker
• Adam MarcellusCRD 5924334 · Spring City, PA
  IA RegisteredRegistration inactive
• Christie MarottaCRD 7784001 · New Bedford, MA
  IA Registered
• Anthony MarottiCRD 4999466 · Franklin Lakes, NJ
  IA Registered
• Olivia Marie MaryCRD 7720835 · Waltham, MA
  IA Registered
• Chase McclungCRD 7959454 · Irvine, CA
  IA Registered
• Sean McfersonCRD 7856108 · Long Beach, CA
  IA Registered
• Kevin Michael McgradyCRD 2186164 · Cranston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin MckinneyCRD 7855449 · Irvine, CA
  IA Registered
• Peter John McmahonCRD 5603098 · Waltham, MA
  IA RegisteredBroker
• Nathan MillerCRD 7825495 · Modesto, CA
  IA Registered
• Mark Mamoru MitamuraCRD 4677819 · Newport Beach, CA
  IA RegisteredBroker
• Michael James MohrCRD 6216346 · San Diego, CA
  IA RegisteredBroker
• Nishan Dickran MootafianCRD 2240292 · Lynnfield, MA
  IA RegisteredBroker
• Marco Anthony MorettiCRD 6173796 · Cranston, RI
  IA RegisteredBroker
• Scott David MorrisonCRD 2549507 · East Lansing, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Panayiota Koutsis MouchlianCRD 7725859 · Braintree, MA
  IA Registered
• Robert Edward MulhaulCRD 713639 · Fairfax, VA
  IA RegisteredBroker
• Michael MunizCRD 4299398 · San Diego, CA
  IA RegisteredBroker
• Shania A MurrayCRD 7425347 · Portsmouth, NH
  IA RegisteredRegistration inactive
• Angela MusiCRD 8191437 · Belmont, MA
  IA Registered
• Jeffrey MyersCRD 7868363 · Irvine, 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.