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Yelena Papiryan

Integrated Wealth Concepts LLC

Woodland Hills, CA

CRD 8026546

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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:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-01-07
  • CA RA
    APPROVED_RES
    Since 2025-01-07

Branch Locations

21600 Oxnard Street Suite 2000, Woodland Hills, CA 91367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Duffy Kruspodin, Llc Woodland Hills CA 09/2014 Present
Integrated Wealth Concepts Llc Waltham MA 01/2025 Present
Other Businesses

09/2015 - DUFFY KRUSPODIN, LLC - PARTNER - CPA FIRM - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov

Nearby Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

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