Integrated Wealth Advisors, LLC

Integrated Wealth Advisors, LLC is a Bellevue, Washington adviser that runs what it calls a virtual family office for wealthy families, founders and entrepreneurs, coordinating a network of outside professionals around each client. Its services include tax-aware portfolios, exit and liquidity planning before a business sale, and access to private market opportunities. Its Form ADV filed on 9 June 2026 reported $122 million in regulatory assets for 38 clients.

Type: Multi-family office
Location: Bellevue, Washington, United States
Sectors: Public equities, Private equity
Fund size / AUM: $122M regulatory AUM (Form ADV, filed 2026-06-09)
Latest fund or filing: 9 Jun 2026
Website: www.integratedwa.com

Contacts on file

For Integrated Wealth Advisors, LLC, the paid file holds: 1 named decision-maker with roles.

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Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 6 lists

US family offices that invest in private equity (111)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)