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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.

Find Integrated WealthCare, LLC employees' phone numbers or email addresses

Integrated WealthCare, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Integrated WealthCare, LLC's Leadership

  • Stylized image of a person
    C. C. P.
    Controller & Financial Reporting
    Mobile Phone
  • Stylized image of a person
    B. L.
    Brand And Marketing Strategist
    Mobile Phone

Integrated WealthCare, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Integrated WealthCare, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. C. P.
    Controller & Financial Reporting
    Mobile Phone
    Jul 01, 2026
  • Stylized image of a person
    B. L.
    Brand And Marketing Strategist
    Mobile Phone
    Jun 29, 2026

Frequently Asked Questions

What is Integrated WealthCare, LLC known for?

Minus sign iconPlus sign iconIntegrated WealthCare, LLC was founded in 2007 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconIntegrated 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?

Minus sign iconPlus sign iconIntegrated WealthCare, LLC has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Controller & Financial Reporting: C. C. P.
  • Brand And Marketing Strategist: B. L.

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