Investment adviser representative · Integrated Wealth Concepts LLC
Thomas Kim
CRD 8223172 · Irvine, CA
At a glance
Thomas Kim is an investment adviser representative with Integrated Wealth Concepts LLC in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Integrated Wealth Concepts LLCSince May 2026Irvine, CA · $24B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.