Andrew Bautista

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

• 06/2000 → Present
  Wright, Ford, Young, & Co, Cpas
  Irvine, CA
• 02/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1. 06/2000 - WRIGHT, FORD, YOUNG & CO CPAS - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 2. 02/2024 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: WRIGHT FORD YOUNG WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/2024 - 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS.