SourcingSourcing

INTEGRATED WEALTH ADVISORS, LLC

C41
CRD 314575·SEC 801-135128·BELLEVUE, WA
AUM
$122.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$367K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRATED WEALTH ADVISORS, LLC
CRD
314575
SEC file #
801-135128
EIN
—
DBA names
—

Economics

AUM
$122.4M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other46
Individuals High Net Worth38
Corporations2

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
integratedwa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLLINS, AUSTIN, SARVIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COLLINS, AUSTIN, SARVIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INTEGRATEDWA.COM
Rdap Domain Creation Date
2020-11-24T17:23:56Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-11-24T17:23:56Z
Rdap Domain Last Changed
2026-03-06T21:59:50Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5023425
Trust Company Affiliate
No

People (2)

2
COLLINS, AUSTIN, SARVIS
IAR · Direct Owner · 87.5%
5023425
ROSSI, ANTHONY, JOSEPH
IAR
6212463