Integrated WealthCare, LLC

EST. AUM
$218,160,219

CONTACTS

CLIENT ACCOUNTS
792

Firm Details

Metro area Raleigh
CRD Number 312929
Website iwcglobal.net
Client types

Overview

Integrated Wealthcare, LLC is an independent, SEC-registered investment adviser headquartered in Durham, North Carolina, founded in 2006 by Shayne Ruffing. Operating under a strict fiduciary standard, the firm specializes in serving physicians, medical professionals, and academic medical institutions. Its advisory approach addresses the unique financial complexities of medical careers, including practice management, debt reduction, and tax planning. The firm integrates discretionary portfolio management with insurance review and asset protection strategies, constructing globally diversified, low-cost portfolios using ETFs, institutional mutual funds, and select alternative investments to promote efficient capital growth and manage risk.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Integrated WealthCare, LLC

Platform Details

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