Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC, also known as Integrated Partners or Integrated Financial Partners, is an SEC-registered investment advisor headquartered in Waltham, Massachusetts. Founded in July 2016, the firm operates as a limited liability company and employs approximately 424–455 professionals. Integrated provides a broad spectrum of wealth management and advisory services, working primarily with individual clients—including high net worth individuals—and servicing business owners, corporate executives, and other professionals. The firm operates through a network of advisor representatives, some of whom may market under their own legal business entities, and is led by Paul Saganey and John G. Cataldo.
Investment Strategy
Integrated Wealth Concepts LLC delivers comprehensive financial planning, investment management, and wealth advisory services tailored to individuals and high-net-worth clients. Their advisors emphasize holistic planning that integrates investment, retirement, estate, tax, and risk management strategies. Investment solutions are customized to each client's objectives, risk tolerance, and financial situation, with a focus on long-term wealth preservation, diversification, and tax efficiency. The firm does not manage pooled investment vehicles or act for institutional clients, instead serving primarily individuals, families, and business owners through discretionary accounts.
Latest 13F Filing Activity
Integrated Wealth Concepts LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,871 equity positions with a total 13F market value of $10B. The fund increased holdings in Aptus Collared, Nvidia Corp., BNY Mellon among other positions. Integrated Wealth Concepts LLC reduced exposure to BNY Mellon, Ishares 0-5, Apple Inc. among others.
Top Holdings
Equity Positions (1,871)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKLC | BNY MELLON | 2.88% | $287.5M | 2,427,445 | $94.27 | $118.43 | +$56.5M |
A ACIO | APTUS COLLARED | 2.77% | $276.3M | 6,674,953 | $38.44 | $41.40 | +$67.0M |
Q QUAL | ISHARES MSCI | 2.03% | $202.2M | 1,106,077 | $125.01 | $182.82 | +$11.9M |
I IVV | ISHARES CORE | 1.96% | $195.2M | 314,319 | $400.64 | $620.90 | +$276.8K |
A AAPL | APPLE INC | 1.91% | $190.9M | 930,271 | $138.42 | $205.17 | -$10.8M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Head Trader | Boston, MA , United States | |
K Krista Brancato | Associate | Boca Raton, FL , United States | |
S Stephen Kolano | CIO | Hamilton, MA , United States |
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