Integrated Wealth Advisors, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

*Private market investments involve significant risks, including illiquidity, potential loss of principal, and limited regulatory oversight. These investments may not be suitable for all investors. Please refer to our Form ADV Part 2A for additional information.

** IWA does not act as a broker-dealer or investment banker and does not facilitate the purchase or sale of businesses or securities. Introductions to investment banking professionals are made for informational purposes only. Any transaction services are provided solely by independent, appropriately licensed third parties.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary  |  Form ADV Part 2A: Firm Brochure

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Integrated Wealth Advisors 500 108th Avenue NE, Suite 1100 Bellevue, WA 98004   |  P  425.818.0717