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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-27 |
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
11080 Circle Point Road Suite 210, Westminster, CO 80020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Denver | CO | 02/2002 | 03/2020 |
| Ameriprise Financial Services, Llc | Westminster | CO | 03/2020 | 03/2026 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 03/2026 | Present |
03/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: BRICK BY BRICK WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-22 |
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