Fee-only adviser · Durham, NC
Integrated Wealthcare, LLC
Integrated Wealthcare, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Durham, North Carolina. On its latest Form ADV, filed March 26, 2026, it reports $218M in regulatory assets under management, 135 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 312929 · SEC file 801-121522 |
| Office | 3100 Tower Blvd Ste 1605 Durham, NC 27707 |
| Phone | (866) 694-6292 |
| Website | www.iwcglobal.net |
| Regulatory assets under management | $218M |
| Individual clients | 83 non-high-net-worth, 52 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Durham
- Kuhn Advisors, Inc. $801M
- Fulbright Financial Consulting, PA $71M
- Fryar Financial $19M
- Wolfbridge Wealth $89M
- Sycamore Financial Planning, LLC $104M
- Onyx Wealth Management, LLC $6.3M
See all 11 fee-only advisers in Durham →
Nearby
- Research Triangle Park 1 firm
- Chapel Hill 20 firms
- Raleigh 42 firms
- Apex 5 firms
- Cary 9 firms
- Wake Forest 2 firms
- Pittsboro 1 firm
- New Hill 1 firm
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