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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-04-2021
- Office Locations
- 1
Office Locations
About Integrated Wealth Advisors, LLC
Integrated Wealth Advisors is an independent Bellevue, WA advisory firm delivering integrated financial planning and wealth management through a Virtual Family Office model. The team coordinates pre-vetted specialists (tax, business succession, charitable and trust planning, real estate, and M&A partners) to help closely held business owners ($3–$20M valuations) and entrepreneurs navigate exits and multi-stage retirement, turning diverse assets into a sustainable paycheck.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AUSTIN SARVIS COLLINS
Chief Compliance Officer, Chief Executive Officer, Managing Member, Managing Partner, Wealth Advisor
- CRD
- #5023425
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANTHONY JOSEPH ROSSI
Chief Operating Officer, Managing Partner
- CRD
- #6212463
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,360,346 | $424,862 |
| Non-Discretionary | $0 | -- |
| Total | $122,360,346 | $424,862 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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