INTEGRATED WEALTH CONCEPTS LLC

CRD

284656

SEC file #

801-108179

EIN

000000000

DBA names

—

Economics

AUM

$18.92B

AUM band

$1B+

AUM trajectory

'20 · $1.35B

'21 · $3.50B

'22 · $5.01B

'23 · $7.83B

'25 · $16.44B

'26 · $18.92B

'20'26

$1.35B → $18.92B▲ +1298%

sec adv history

Client mix

Individuals Other	16,024
Individuals High Net Worth	9,250
Corporations	283
Pension Profit Sharing Plans	273
Charitable Organizations	68

Operations

Employees (total)

493

Advisory staff (per ADV)

491

Advisory staff (5-yr trend)

'20 · 170 advisors

'21 · 194 advisors

'22 · 158 advisors

'23 · 187 advisors

'25 · 452 advisors

'26 · 491 advisors

'20'26

170 advisors → 491 advisors▲ +189%

sec adv history

Primary office

WALTHAM MA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/22/2026

instagram.com/fourcfinancial(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

INTEGRATED PARTNERS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

INTEGRATED PARTNERS, LLC

CARLSON, KRISTI, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:integratedconcepts.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

438,081

Form 5500 Compensation Trajectory 3y

2025	430,302
2026	7,779

Form 5500 Plan Count Trajectory 3y

2025	13
2026	1

Schedule C Total Compensation

438,081

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001795705

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-12-06

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0001795705-26-000002

Edgar Form D Count

Edgar Form D Offerings

2022-07-072022-07-07 · 0001795705-22-000003

2022-06-142022-06-14 · 0001795705-22-000002

Edgar Former Names

Skopos Labs, Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Lpl Financial	5
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

730 3RD AVE4TH FLOORNEW YORK, NY 10017

Business

730 3RD AVE4TH FLOORNEW YORK, NY 10017

Edgar EIN

000000000

Edgar Recent Filings

13F-HR2026-04-29 · 0001795705-26-000002

N-PX2026-03-04 · 0001172661-26-001331

Fee Schedule

Bracket Ix	68
Bracket I	18
Bracket Xi	8
Bracket Iii	2
Bracket Vi	2

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (56)

KOLANO, STEPHEN

3258184

CARLSON, KRISTI, LEE

4287679

Donnelly, Kathleen, Lee

5346736

Frament, Caitlyn, E

5122579

MOHR, ANDREE, NICOLE

5468207

SWARTZ, ANN, LAMONTAGNE

2014737

SAGANEY, PAUL, ANTON