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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-21-2021
- Office Locations
- 3
Office Locations
About Integrated Wealthcare, LLC
Integrated Wealthcare, LLC (IWC) is a fiduciary wealth-planning firm focused on physicians and other medical professionals, from trainees to practice owners. They deliver comprehensive planning and investment management with risk-aware portfolio construction, integrated year-round tax strategy, insurance guidance (life/disability), and legacy planning (529s, trusts/wills) alongside clients’ attorneys. Custodied at Schwab; portfolios are largely ETF-based.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL SHAYNE RUFFING
Chief Compliance Officer, Owner
- CRD
- #2864005
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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Jordan Gipe Rogers Celeste
--
- CRD
- #8133156
John Gallagher
Director
- CRD
- #7718664
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,160,219 | $275,455 |
| Non-Discretionary | $0 | -- |
| Total | $218,160,219 | $275,455 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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