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 8 of 9

• Eugene William StoecklyCRD 1732893 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Eugene David StoecklyCRD 2785831 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Frank StuartCRD 4417262 · Manalapan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy SuarezCRD 7938934 · Long Beach, CA
  IA Registered
• Jonathan SudkinCRD 2799841 · Waltham, MA
  IA RegisteredBroker
• Joseph Murray SullivanCRD 2872058 · Southbury, CT
  IA RegisteredBroker
• Ann Lamontagne SwartzCRD 2014737 · Rockland, MA
  IA RegisteredBroker
• David Michael SargentCRD 7411469 · San Diego, CA
  IA Registered
• Chirag ShahCRD 7353286 · Needham, MA
  IA Registered
• Lan Ji ShawCRD 5416017 · Alameda, CA
  IA RegisteredRegistration inactive
• Robert S SingleCRD 6705259 · Denver, CO
  IA RegisteredRegistration inactive
• Matthew StackCRD 5699746 · Ramsey, NJ
  IA Registered
• Matthew SteelmanCRD 6767666 · Irvine, CA
  IA Registered
• Jessica Elise StoreyCRD 6784777 · Gig Harbor, WA
  IA RegisteredRegistration inactive
• Illya K SyniyCRD 7084828 · Lincoln, NE
  IA RegisteredBroker
• Stephen TankelCRD 7872553 · Wellesley, MA
  IA Registered
• Jeffrey TaraboulosCRD 4126922 · Miami, FL
  IA Registered
• Brian Richard TarroCRD 5188738 · Joliet, IL
  IA RegisteredBroker
• Michael TaylorCRD 7779381 · North Attleboro, MA
  IA Registered
• Kent Bradston TedrickCRD 2550478 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Timothy Adam ThielenCRD 2471730 · Miami, FL
  IA RegisteredRegistration inactive
• Lauren ThompsonCRD 5869490 · Cherry Hill, NJ
  IA Registered
• Michael M. TikoianCRD 5023600 · Providence, RI
  IA RegisteredRegistration inactive
• Harrison TillCRD 5714084 · Fort Lee, NJ
  IA RegisteredRegistration inactive
• William Joseph TisonCRD 7401756 · Tampa, FL
  IA RegisteredRegistration inactive
• Kyle J TrippelCRD 5363127 · Modesto, CA
  IA RegisteredRegistration inactive
• Todd Nelson TroutnerCRD 2418513 · Monrovia, CA
  IA Registered
  Disclosure event(s) on record
• Wen Tung TsaiCRD 857764 · Palos Verdes Estates, CA
  IA RegisteredRegistration inactive
• William Weijen TsaiCRD 1729522 · Palos Verdes Estates, CA
  IA RegisteredRegistration inactive
• Aaron TsatskisCRD 8001621 · Waltham, MA
  IA Registered
• Cody Augustus TwombleyCRD 6961950 · Waltham, MA
  IA RegisteredBroker
• Robert ThompsonCRD 7195584 · Worcester, MA
  IA Registered
• Adam Thomas TirapelleCRD 4703242 · Modesto, CA
  IA RegisteredRegistration inactive
• Christopher Gabriel TorresCRD 6660799 · North Attleboro, MA
  IA RegisteredRegistration inactive
• John Kennedy UlwickCRD 1758865 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Bradford James UnderdahlCRD 867889 · La Jolla, CA
  IA Registered
  Disclosure event(s) on record
• Chad Van HoutenCRD 7834785 · Modesto, CA
  IA Registered
• Nancy Van LanenCRD 7868423 · Irvine, CA
  IA Registered
• Katherine Vander VeenCRD 8239731 · Redlands, CA
  IA Registered
• Joel Franklin VlasnikCRD 5875112 · Lincoln, NE
  IA RegisteredBroker
• Phylyp Arthur WagnerCRD 735608 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Colin Thomas WalkerCRD 6076655 · Portsmouth, NH
  IA RegisteredRegistration inactive
• Kempland Corbin WalleyCRD 8149883 · Dallas, TX
  IA Registered
• Constance Michelle WalshCRD 1192281 · Del Mar, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Pei-Li WangCRD 4270390 · Long Beach, CA
  IA Registered
• Paul Ryan WeaverCRD 6823440 · Severna Park, MD
  IA RegisteredBroker
• Michael B WelbornCRD 4189135 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Mark Daniel WelshCRD 1365388 · San Diego, CA
  IA Registered
  Disclosure event(s) on record
• Christopher Michael WhalenCRD 3212712 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeremy Sherman WhiteCRD 4657615 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record

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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.