Founding Principal/managing Member/chief Compliance Officer · Integrated Wealth Advisors, LLC
Austin S. Collins
CRD 5023425 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Integrated Wealth Advisors, LLC, an SEC-registered wealth manager based in Bellevue, WA with $122 million in regulatory assets, lists Austin S. Collins on its Form ADV as Founding Principal/managing Member/chief Compliance Officer, a control person. The SEC filings also name Austin at 1 other registered adviser.
Firms and roles
- Integrated Wealth Advisors, LLCFounding Principal/managing Member/chief Compliance OfficerWealth manager · Bellevue, WA · $122M in regulatory assets
- Optimal Tax Asset ManagementManaging Partner, CEOAsset manager · Bellevue, WA · $0M in regulatory assets
AtlasMembers
Austin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Anthony J. RossiManaging Partner, COO, Optimal Tax Asset Management
- Laura W. McCarthyManaging Partner, CCO, Optimal Tax Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.