Thomas Kim

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

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2026-05-06

CA RA
APPROVED_RES

Since 2026-05-06

Branch Locations

16140 Sand Canyon Avenue, Irvine, CA 92618 • 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

Organization	City	State	From	To
Wright Ford & Young, Cpa	Irvine	CA	11/2004	Present
Integrated Wealth Concepts Llc	Waltham	MA	02/2026	Present

11/2004 → Present

Wright Ford & Young, Cpa

Irvine, CA
02/2026 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Other Businesses

11/2004 - WRIGHT FORD & YOUNG CPA - CPA FIRM - TAX PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOUR PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Employer firm

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

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