Marquis Richardson

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

• 11/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 02/2023 → Present
  Konvergent Wealth Partners
  Gig Harbor, WA
• 09/2022 → 02/2023
  Bitwise Industries
  Fresno, CA
• 07/2022 → 09/2022
  Unemployed
  Seattle, WA
• 02/2021 → 07/2022
  Universal Cells
  Seattle, WA
• 09/2016 → 06/2021
  Oregon State University
  Corvallis, OR
• 01/2014 → 09/2016
  High School
  Seattle, WA

Other Businesses

11/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: KONVERGENT WEALTH PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 11/6/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-25