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 9 of 9

• William Robertson WhitneyCRD 7354121 · Waltham, MA
  IA RegisteredBroker
• Kevin WiestCRD 7856120 · Irvine, CA
  IA Registered
• Ryan Thomas WillCRD 4655815 · Waltham, MA
  IA RegisteredBroker
• Rickie Wayne WilliamsCRD 2989433 · Louisville, KY
  IA RegisteredBroker
• Gina Potter WilsonCRD 1204480 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Shaun WolcottCRD 7795178 · Holmdel, NJ
  IA Registered
• Thomas Robert Worrall IIICRD 4108084 · La Verne, CA
  IA Registered
  Disclosure event(s) on record
• Justin D WalshCRD 7238700 · Rockland, MA
  IA RegisteredBroker
• Allison M WootenCRD 6493241 · Rockland, MA
  IA RegisteredBroker
• Rylen Takao YamamotoCRD 5585187 · Honolulu, HI
  IA RegisteredBroker
• Brad David YoderCRD 7055017 · Omaha, NE
  IA Registered
• Erica Lynn YorkCRD 3215664 · Fresno, CA
  IA RegisteredBroker
• Kent Austin ZeidmanCRD 4187567 · Westminster, CO
  IA RegisteredRegistration inactive
• Peter Randall ZierhutCRD 476526 · Newport Beach, CA
  IA RegisteredBroker
• Michael W ZelkoCRD 4593824 · Harrisburg, PA
  IA Registered
• Carol Anne ZirkleCRD 6573703 · Fairfax, VA
  IA RegisteredBroker

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.