Firm Information This Disclosure Brochure (“Form ADV Part 2”) provides information regarding the qualifications, business practices, and the advisory services provided by Integrated Wealth Advisors, LLC’s (or “Integrated Wealth”, the “Firm”, “we”, “us”, “ours”). We are a federally Registered Investment Adviser with the U.S. Securities and Exchange Commission (“SEC”). We were founded in 2007 and are wholly owned by Integrated Wealth Management, LLC, which in turn is wholly owned by Burwell L. Hutchinson, III, the Firm’s Chief Compliance Officer. We provide investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, and estates. Our investment advisory services include investment management, financial planning, consulting, and pension consulting. Because there are so many varied components to your financial life, we designed our philosophy around the notion that successful wealth management requires a multifaceted and versatile approach. As such, we offer a variety of advisory services, which include financial planning, consulting, and pension consulting though we primarily specialize in investment and wealth management services. Our core business objective is to learn and understand clients’ investment objectives, concerns, and risk tolerances, and to then propose and implement a mutually agreed upon, customized investment and wealth management strategy to address them. After a strategy has been implemented, it is our responsibility to then closely monitor its progress and report back regularly to the client. Prior to the rendering of any of the foregoing advisory services, clients are required to enter into one or more written agreements with us setting forth the relevant terms and conditions of the advisory relationship (the “Agreement”). Types of Advisory Services Financial Planning and Consulting Services In connection with its investment portfolio management services described below, we offer clients a range of financial planning and consulting services, which may include any or all of the following functions:
• Cash Flow Forecasting and Management
• Insurance Needs Analysis
• Asset Allocation
• Risk Management
• Retirement Planning
• Education Planning
• Estate Planning
• Entity Selection
• Financial Reporting
• Succession Planning
• Investment Consulting In performing these services, we are not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.) and are expressly authorized to rely on such information. We may recommend our services, or of our Supervised Persons in their individual capacities as certified public accountants and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if clients engage us to provide additional fee- based services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by us under a financial planning or consulting engagement or to engage the services of any such recommended professionals. Clients are advised that it remains their responsibility to promptly notify us of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services. Investment Management and Wealth Management Services We manage client investment portfolios on a discretionary basis. In addition, we may provide clients with wealth management services which may include a broad range of comprehensive financial planning and consulting services as described above. We primarily allocate client assets among various mutual funds, exchange-traded funds (“ETFs”), individual debt and equity securities and options, as well as the securities components of variable annuities and variable life

insurance contracts, in accordance with the investment objectives of its individual clients. Where appropriate, the Firm may also provide advice about any type of legacy position or other investment held in client portfolios. Clients may also engage us to advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, we direct or recommend the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product’s provider. We consult with clients on an initial and ongoing basis to determine their specific risk tolerance, time horizon, liquidity constraints and other qualitative factors relevant to the management of their portfolios. Wrap Fee Programs A “wrap-fee” program is one that provides the client with advisory and brokerage execution services for an all-inclusive fee. The client is not charged separate fees for the respective components of the total service. We do not sponsor, manage or participate in a Wrap Fee Program. Fiduciary Statement We are fiduciaries under the Investment Advisers Act of 1940 and when we provide investment advice to you regarding your retirement plan account or individual retirement account, we are also fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act, (“ERISA”) and/or the Internal Revenue Code, (“IRC”), as applicable, which are laws governing retirement accounts. We have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. We must take into consideration each client’s objectives and act in the best interests of the client. We are prohibited from engaging in any activity that is in conflict with the interests of the client. We have the following responsibilities when working with a client:
• To render impartial advice;
• To make appropriate recommendations based on the client’s needs, financial circumstances, and investment objectives;
• To exercise a high degree of care and diligence to ensure that information is presented in an accurate manner and not in a way to mislead;
• To have a reasonable basis, information, and understanding of the facts in order to provide appropriate recommendations and representations;
• Disclose any material conflict of interest in writing; and
• Treat clients fairly and equitably. Regulations prohibit us from:
• Employing any device, scheme, or artifice to defraud a client;
• Making any untrue statement of a material fact to a client or omitting to state a material fact when communicating with a client;
• Engaging in any act, practice, or course of business which operates or would operate as fraud or deceit upon a client; or
• Engaging in any manipulative act or practice with a client. We will act with competence, dignity, integrity, and in an ethical manner, when working with clients. We will use reasonable care and exercise independent professional judgement when conducting investment analysis, making investment recommendations, trading, promoting our services, and engaging in other professional activities. Tailored Relationships We tailor advisory services to the individual needs of the client. Clients may place reasonable investment restrictions on their portfolios, including bans on investing in particular industries, and investing in limited amounts of securities. All limitations and restrictions placed on accounts must be presented to us in writing. Assets Under Management As of December 31, 2023, we managed $107,360,561 in client assets; $106,246,936 managed on a discretionary basis, and $1,113,625 on a non-discretionary basis.