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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

INTEGRATED INVESTMENT CONSULTANTS, LLC

CRD 175299

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae4ac3a0-535b-e1a0-49e2-1d33e8592790

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: Apr 24, 2015 to Apr 1, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.7 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $754MderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,105
Individual clients: 108
High net worth clients: 144
Custody, client assets: $317M
SEC number: 801-96228
CIK: 1665337
CRD: 175299
Filings on the tape: 30
First filed: Apr 24, 2015
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, DE
Website: integratedic.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AVERY JOSEPH HASENAUER	Certified Financial Planner	BLOOMFIELD HILLS, MI	1	11	4	no
Christopher Scott MacKenzie	Certified Financial Planner	BLOOMFIELD HILLS, MI	1	10	2	no
Ryan Essenmacher	n/a	BLOOMFIELD HILLS, MI	1	11	n/a	no
MATTHEW JOSEPH CROISSANT	n/a	BLOOMFIELD HILLS, MI	0	26	1	no
Adam Matthew Rivett	n/a	BLOOMFIELD HILLS, MI	0	12	1	no
ADAM David Erffmeyer BRAATZ	n/a	BLOOMFIELD HILLS, MI	0	12	1	no
DENA SOULE	n/a	BLOOMFIELD HILLS, MI	0	23	2	no
JEFFREY CHARLES PETHERICK	Chartered Financial Analyst	BLOOMFIELD HILLS, MI	0	26	3	no
CHRISTOPHER ANTHONY FORTE	n/a	BLOOMFIELD HILLS, MI	0	40	2	no
TODD J WAGENBERG	n/a	BLOOMFIELD HILLS, MI	0	30	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORTE, CHRISTOPHER, ANTHONY	MANAGING PARTNER	D	yes	05/2015	Apr 1, 2026	Apr 1, 2026
SOULE, DENA	MANAGING PARTNER CCO	A	yes	06/2021	Apr 1, 2026	Apr 1, 2026
WAGENBERG, TODD, J	MANAGING PARTNER	C	yes	05/2015	Apr 1, 2026	Apr 1, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTEGRATED MANAGEMENT SERVICES SPV LLC	n/a	State registered	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$1.1B	$1.1B	10	10	1	n/a	n/a
2024	Apr 16, 2025	$773M	$761M	9	9	0	n/a	n/a
2023	Mar 13, 2024	$721M	$715M	6	6	0	n/a	n/a
2022	Apr 6, 2023	$780M	$735M	6	6	0	n/a	n/a
2021	Mar 29, 2022	$751M	$701M	6	6	0	n/a	n/a
2020	Mar 29, 2021	$705M	$644M	6	6	0	n/a	n/a
2019	Apr 3, 2020	$520M	$486M	6	6	0	n/a	n/a
2018	Mar 28, 2019	$426M	$401M	7	5	0	n/a	n/a
2017	Mar 28, 2018	$439M	$406M	4	4	0	n/a	n/a
2016	Mar 17, 2017	$1.1B	$379M	5	5	n/a	n/a	n/a
2015	Mar 29, 2016	$993M	$379M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
7	1	6	10.0%	2	0	0	10	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$773M	40.2%	$780M	11.6%	10	9	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	4	May 27, 2015	Jun 23, 2026	BIRMINGHAM, MI	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (11)

← CHRISTOPHER ANTHONY FORTEAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← TODD J WAGENBERGAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← JEFFREY CHARLES PETHERICKAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← DENA SOULEAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← ADAM David Erffmeyer BRAATZAdvisorregistration: current employment
Dec 3, 2025 to presentfactForm ADV
← Adam Matthew RivettAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← MATTHEW JOSEPH CROISSANTAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Ryan EssenmacherAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← Christopher Scott MacKenzieAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← AVERY JOSEPH HASENAUERAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← QUINN PATRICK RAFTERYAdvisorregistration: previous registration
Oct 13, 2024 to Oct 10, 2025factForm ADV

Affiliated with (1)

→ INTEGRATED MANAGEMENT SERVICES SPV LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser4 advisors, team lift out, same day
May 27, 2015 to Jun 23, 2026factForm ADV

Controls (3)

← FORTE, CHRISTOPHER, ANTHONYOwnerMANAGING PARTNER, ownership code D, individual
May 22, 2015 to Oct 16, 2024factForm ADV
← WAGENBERG, TODD, JOwnerMANAGING PARTNER, ownership code C, individual
May 22, 2015 to Oct 16, 2024factForm ADV
← SOULE, DENAOwnerMANAGING PARTNER CCO, ownership code A, individual
May 22, 2015 to Oct 16, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Integrated Investment Consultants, Llc reported RAUM $1.1B, up 40% from $773.2M (2025-11-26 to 2026-03-31)
Form ADVobserved 4 days ago
$311M
Occurred
Oct 10, 2025
Advisor changed firm
Quinn Patrick Raftery left Integrated Investment Consultants, Llc for City Different Investments (registered 2026-04-05)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Integrated Investment Consultants, Llc reported RAUM $705.3M, up 36% from $519.9M (2020-11-03 to 2021-03-29)
Form ADVobserved 4 days ago
$185M
Occurred
Mar 28, 2018
Regulatory AUM changed
Integrated Investment Consultants, Llc reported RAUM $438.6M, down 60% from $1.1B (2017-03-17 to 2018-03-28)
Form ADVobserved 4 days ago
$-647M
Occurred
Apr 24, 2015
First Form ADV filing
Integrated Investment Consultants, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae4ac3a0-535b-e1a0-49e2-1d33e8592790
First observed: Apr 24, 2015
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRATED INVESTMENT CONSULTANTS, LLC

CRD 175299

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae4ac3a0-535b-e1a0-49e2-1d33e8592790

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AVERY JOSEPH HASENAUER

Certified Financial Planner

BLOOMFIELD HILLS, MI

Christopher Scott MacKenzie

Certified Financial Planner

BLOOMFIELD HILLS, MI

Ryan Essenmacher

n/a

BLOOMFIELD HILLS, MI

n/a

MATTHEW JOSEPH CROISSANT

n/a

BLOOMFIELD HILLS, MI

Adam Matthew Rivett

n/a

BLOOMFIELD HILLS, MI

ADAM David Erffmeyer BRAATZ

n/a

BLOOMFIELD HILLS, MI

DENA SOULE

n/a

BLOOMFIELD HILLS, MI

JEFFREY CHARLES PETHERICK

Chartered Financial Analyst

BLOOMFIELD HILLS, MI

CHRISTOPHER ANTHONY FORTE

n/a

BLOOMFIELD HILLS, MI

TODD J WAGENBERG

n/a

BLOOMFIELD HILLS, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORTE, CHRISTOPHER, ANTHONY

MANAGING PARTNER

yes

05/2015

Apr 1, 2026

SOULE, DENA

MANAGING PARTNER CCO

yes

06/2021

Apr 1, 2026

WAGENBERG, TODD, J

MANAGING PARTNER

yes

05/2015

Apr 1, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTEGRATED MANAGEMENT SERVICES SPV LLC

n/a

State registered

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$1.1B

n/a

2024

Apr 16, 2025

$773M

$761M

n/a

2023

Mar 13, 2024

$721M

$715M

n/a

2022

Apr 6, 2023

$780M

$735M

n/a

2021

Mar 29, 2022

$751M

$701M

n/a

2020

Mar 29, 2021

$705M

$644M

n/a

2019

Apr 3, 2020

$520M

$486M

n/a

2018

Mar 28, 2019

$426M

$401M

n/a

2017

Mar 28, 2018

$439M

$406M

n/a

2016

Mar 17, 2017

$1.1B

$379M

n/a

2015

Mar 29, 2016

$993M

$379M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$773M

40.2%

$780M

11.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

May 27, 2015

Jun 23, 2026

BIRMINGHAM, MI

Team lift out

Wirehouse to new firm

0.0%