Integrated Investment Consultants, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 285
- Avg AUM / client
- $3.8M
- Accounts
- 1,105
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $32.2M | 2.97% |
| High net worth individuals | 144 | $722M | 66.6% |
| Pension and profit sharing plans | 30 | $300M | 27.7% |
| Charitable organizations | 2 | $26.2M | 2.42% |
| Corporations and other businesses | 1 | $4.2M | 0.38% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schulte Controlled Group Retirement Plan Hi Tech Mold & Engineering, Inc. | 2024 | |
| Serve Electric 401(k) Retirement Plan Serve Electric Llc | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Anthony Forte | Managing Partner | May 2015 (11y) | 50% – 75% | |
| Todd J Wagenberg | Managing Partner | May 2015 (11y) | 25% – 50% | |
| Dena Soule | Managing Partner Cco | Jun 2021 (5y) | 5% – 10% | |
| Avery Joseph Hasenauer | Registered representative | CFP | Jan 2025 (2y) | |
| Christopher Scott Mac Kenzie | Registered representative | CFP | Feb 2025 (1y) | |
| Ryan Essenmacher | Registered representative | Apr 2025 (1y) | ||
| Matthew Joseph Croissant | Registered representative | Nov 2025 (1y) | ||
| Adam Matthew Rivett | Registered representative | Dec 2025 (1y) | ||
| Adam David Erffmeyer Braatz | Registered representative | Dec 2025 (1y) | ||
| Jeffrey Charles Petherick | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schulte Controlled Group Retirement Plan | Hi Tech Mold & Engineering, Inc. | 515 | $35.7M | 01/01/2024 |
| Serve Electric 401(k) Retirement Plan | Serve Electric Llc | 196 | $5.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • INSURANCE COMPENSATION
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $881M (81% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗