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.
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 |