Integrated Wealthcare, LLC

CRD 312929 · Durham, NC · $218.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 312929
SEC number: 801-121522
Firm type: RIA
Assets under management: $218.2M as of Mar 26, 2026
Website: www.linkedin.com/company/integrated-wealthcare-llc ↗
Phone: 866-694-6292
Address: 3100 Tower Blvd, Durham, NC, 27707-6323

Advisors at this firm

4 in our index · page 1 of 1

Jordan Gipe Rogers CelesteCRD 8133156 · Winter Park, FL

IA Registered
John GallagherCRD 7718664 · Kona, HI

IA Registered
August Kenneth PyeCRD 8084269 · Durham, NC

IA Registered
Michael Shayne RuffingCRD 2864005 · Durham, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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