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.

Firm class

independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$218MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$218M

Private client RAUM

$186MderivedItem 5.D individuals plus high net worth individuals

Private client share

85%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$54.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

792

Individual clients

83

High net worth clients

52

Custody, client assets

$16.0M

SEC number

801-121522

CIK

1962105

CRD

312929

Filings on the tape

16

First filed

May 18, 2021

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, NC

• Occurred

  Oct 5, 2021
  Control person joined

  Anthony Dilweg (Sole Partner) appeared on Schedule A of Integrated Wealthcare, Llc

  Form ADVobserved 6 days ago
• Occurred

  May 18, 2021
  First Form ADV filing

  Integrated Wealthcare, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4c93258-b979-1015-2554-d526e2c625a7

First observed

May 18, 2021

Last observed

Mar 26, 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.