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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 04-01-1998
- Office Locations
- 177
Office Locations
About Integrated Wealth Concepts LLC
Integrated Partners is an independent advisor partnership platform founded in 1996, providing customizable open-architecture support to financial advisors, including technology, investment management, advanced planning, marketing/PR, M&A and succession. Known for its CPA/attorney partner program that matches advisors with professional partners, it supports a national network of 200+ advisors across 70+ offices and offers custody options such as Schwab and Fidelity/NFS. Named to Barron’s 2024 Top 100 RIA list.
Team overview
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Custodian
Investment Themes
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Owner & Executives
KRISTI LEE CARLSON
Chief Finance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Kathleen Lee Donnelly
Director, DIRECTOR OF FINANCE
- CRD
- --
- Ownership
- Less than 5%
Beacon foundation
Glacier wave
- CRD
- #57753
- Ownership
- 47.6%
Showing 2 of 7 owners & executives
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MICHAEL DAVID AARONSON
--
- CRD
- #4318531
Danya Abrams
--
- CRD
- #6371217
Ember prime
Ember pathway
- CRD
- #48406
Showing 2 of 488 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,922,900,000 | $335,596 |
| Non-Discretionary | $0 | -- |
| Total | $18,922,900,000 | $335,596 |
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Separately Managed Accounts
Total SMA Asset: $18,922,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $647,713,667 | 20.5% |
| Equity - Exchange | $290,681,256 | 9.2% |
| Cash | $590,841,248 | 18.7% |
| Corporate - Investment Grade | $464,458,093 | 14.7% |
| U.S. Government/Agency | $439,181,462 | 13.9% |
| Municipal Bonds | $167,457,680 | 5.3% |
| Private Funds | $559,245,459 | 17.7% |
| Total | $3,159,578,865 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ELEMENT | MOMENTUM PIONEER | NA77K9HKE | ONY | 10.88% | $24,013,778 |
| OAK OAK | LEGACY VALUE | 6CTA707QY | WAX | 4.95% | $82,089,617 |
| MOMENTUM OPTIMA VITAL | PEAK ALPHA | VK2MR8BEJ | MUYA | 9.43% | $66,433,651 |
| TIMBER PATHWAY | PRIME GLACIER | BVQSOIBK6 | MMHHM | 12.17% | $29,774,582 |
| CATALYST BEACON CAPITAL | VECTOR FOUNDATION | RVPO4VD78 | MXY | 7.34% | $21,675,381 |
| INSIGHT INSIGHT MERIDIAN | FOCUS TIMBER | EBHZQVCKN | UBZ | 2.94% | $6,708,765 |
| FOUNDATION ELEMENT PEAK | FRONTIER BRIDGE | BXJH90D99 | KDYF | 10.19% | $97,920,910 |
| EAGLE PIONEER | OPTIMA EMBER | YFP22865K | UWQ | 8.46% | $1,579,386 |