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Integrys Wealth Advisors LLC (Libertyville)


Integrys Wealth Advisors LLC is a large advisory firm based in Libertyville. It manages $409.9 million of regulatory assets for 1,333 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.

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Integrys Wealth Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrys Wealth Advisors: assets under management

The assets under management (AUM) of Integrys Wealth Advisors LLC is $409.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $409.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrys Wealth Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Libertyville

The principal office where Integrys Wealth Advisors LLC performs its advisory services is located at 900 Technology Way, Libertyville, IL 60048, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-918-9100 or by fax 847-918-9194. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at integryswealth.com.


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