firm profile
Integrated Wealth Concepts LLC
Overview
Integrated Wealth Concepts LLC is an SEC registered investment adviser based in Waltham, MA, registered since 2016. It reports $23.6B in assets under management across 65,563 accounts, with 493 employees. It has 477 investment adviser representatives.
- Reported AUM
- $23.6B
- Discretionary
- 100%
- Accounts
- 65,563
- Average account
- $36K
- Employees
- 493
- Advisory reps
- 477
- Registered since
- 2016
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Andree Nicole Mohr President CRD 5468207
- Paul Anton Saganey Member, Founder CRD 1596351
- Ann Lamontagne Swartz Chief Operating Officer CRD 2014737
4 more executive officers, with direct contact details
Advisory reps 3 of 477
- Michael D Aaronson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4318531
- Danya E Abrams Sr. Insurance Agent · Investment Adviser Rep CRD 6371217
- Andrew S Adil Insurance Agent · Investment Adviser Rep CRD 2093525
474 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 200 5th Ave Fl 4
Waltham, MA 02451 - County
- Middlesex
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: raymondlucas.com
Every state, with registration dates
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