Kyle Kosuke Ha'AHeo Caouette

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 10/2019
  Ubs Private Wealth Management
  Bellevue, WA
• 10/2019 → 12/2021
  Parcion Private Wealth Llc
  Bellevue, WA
• 12/2021 → 04/2022
  Simplified Wealth Strategies Llc
  Dallas, TX
• 04/2022 → 04/2026
  Parallel Advisors, Llc
  Dallas, TX
• 04/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2022-04-20 → 2026-06-12
  Parallel Advisors, Llc
  Dallas, TX
  San Francisco, CA
  Scottsdale, AZ
• 2022-01-16 → 2022-07-20
  Simplified Wealth Strategies
  Dallas, TX
• 2019-10-25 → 2022-01-03
  Parcion Private Wealth Llc
  Bellevue, WA
• 2007-09-24 → 2019-11-06
  Ubs Financial Services Inc.
  Bellevue, WA
  Bellevue, WA
  Weehawken, NJ
  Bellevue, WA

Other Businesses

04/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: SIGIL FAMILY OFFICE - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-21

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Kyle Caouette
• Kyle Kosuke Ha'AHeo Caouette