What departments does Integrated WealthCare, LLC have?

Integrated WealthCare, LLC has employees across 2 departments including Operations, Marketing.

What is the largest department at Integrated WealthCare, LLC?

The largest department at Integrated WealthCare, LLC is Operations with 2 employees.

Where are Integrated WealthCare, LLC employees located globally?

Integrated WealthCare, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Integrated WealthCare, LLC's team size changed over time?

Integrated WealthCare, LLC's team has grown from approximately 7 to 9 employees based on available data.

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Integrated WealthCare, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Integrated WealthCare, LLC is a financial services firm that offers collaborative wealth management strategies tailored to the medical community. With teams based in North Carolina and Pennsylvania, the organization emphasizes risk, asset, and estate management programs developed for physician clients. The company operates as a registered investment adviser, providing securities and advisory services through its affiliation. Founded and headquartered near Durham, North Carolina, Integrated WealthCare serves a specialized professional market by applying specialized knowledge to address the financial needs and planning challenges faced by medical professionals.

Integrated WealthCare, LLC Global Highlights

North America
10

United States Of America
10

Integrated WealthCare, LLC's Leadership

S. R.
Founder And Ceo
Mobile Phone
Email
L. A.
Director Of Disability Operations
Mobile Phone
Email
J. G.
Operations Manager
Mobile Phone
Email
B. L.
Brand And Marketing Strategist
Mobile Phone
Email
C. C. P.
Ccs Financial Reporting
Mobile Phone
Email

Integrated WealthCare, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Integrated WealthCare, LLC

Name

Title

Contact Info

Location

Last Update

S. R.
Founder And Ceo
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
L. A.
Director Of Disability Operations
Mobile Phone
Email
United StatesPennsylvania
Jun 24, 2026
J. G.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
Jan 29, 2026
B. L.
Brand And Marketing Strategist
Mobile Phone
Email
Jan 29, 2026
C. C. P.
Ccs Financial Reporting
Mobile Phone
Email
Jan 27, 2026

Frequently Asked Questions

What is Integrated WealthCare, LLC known for?

Integrated WealthCare, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 3100 Tower Boulevard Suite 1660 Durham, North Carolina 27707 United States; you can contact the main corporate office by phone at

+1-866-694-****

. Explore Integrated WealthCare, LLC's company overview page for more information.

What is Integrated WealthCare, LLC's most common email format?

Integrated WealthCare, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrated WealthCare, LLC email formats with LeadIQ.

How many employees does Integrated WealthCare, LLC have currently?

Integrated WealthCare, LLC has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Integrated WealthCare, LLC's key employees and leadership?

As of June 2026, Integrated WealthCare, LLC's key employees include:

Founder And Ceo: S. R.
Director Of Disability Operations: L. A.
Operations Manager: J. G.
Brand And Marketing Strategist: B. L.
Ccs Financial Reporting: C. C. P.

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Integrated WealthCare, LLC Employee Directory

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