Integrated WealthCare, LLC Employee Directory

Q: What is Integrated WealthCare, LLC known for?

Integrated WealthCare, LLC was founded in 2007. Integrated WealthCare, LLC operates in the Financial Services industry.

Q: How many employees does Integrated WealthCare, LLC have currently?

Integrated WealthCare, LLC has approximately 8 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Integrated WealthCare, LLC provides collaborative wealth management strategies to the medical community. With teams located in North Carolina and Pennsylvania.  Integrated WealthCare has the staff and knowledge to develop highly specialized risk, asset and estate management programs for our physician clients.
Securities and advisory services offered through Integrated WealthCare, a SEC-Registered Investment Advisor.

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

Integrated WealthCare, LLC Global Highlights

North America
11

United States Of America
11

Integrated WealthCare, LLC's Leadership

S. R.
Founder And Ceo
Mobile Phone
Email
A. S.
Director Of Client Services
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
Jan 08, 2025
A. S.
Director Of Client Services
Mobile Phone
Email
United StatesGeorgia
Jan 14, 2026
L. A.
Director Of Disability Operations
Mobile Phone
Email
United StatesPennsylvania
Jul 31, 2024
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 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 February 2026. These team members are located across 1 continents, including North America.

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

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

Founder And Ceo: S. R.
Director Of Client Services: A. S.
Director Of Disability Operations: L. A.
Operations Manager: J. G.
Brand And Marketing Strategist: B. L.

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