Integrated Wealthcare, Llc
- Regulatory AUM
- $218M
- Discretionary
- $218M
- Clients
- 143
- Avg AUM / client
- $1.5M
- Accounts
- 792
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Investments (13F portfolio — 28 positions, $119,523,379)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | GROWTH ETF | $21,619,795 | 49,497 | 18.1% | 9.91% |
| 2 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $17,202,596 | 268,455 | 14.4% | 7.89% |
| 3 | Hartford Fds Exchange Traded | MUN OPORTUNITE | $9,726,374 | 251,068 | 8.14% | 4.46% |
| 4 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $8,856,211 | 194,130 | 7.41% | 4.06% |
| 5 | American Centy Etf Tr | AVANTIS EMGMKT | $8,252,762 | 102,417 | 6.9% | 3.78% |
| 6 | Vanguard Index Fds | VALUE ETF | $8,155,249 | 41,566 | 6.82% | 3.74% |
| 7 | Ishares Tr | CORE S&P MCP ETF | $6,707,417 | 99,325 | 5.61% | 3.07% |
| 8 | Vanguard Index Fds | TOTAL STK MKT | $6,248,096 | 19,476 | 5.23% | 2.86% |
| 9 | Vanguard Star Fds | VG TL INTL STK F | $5,326,682 | 69,079 | 4.46% | 2.44% |
| 10 | Capital Grp Fixed Incm Etf T | SHORT DURATION M | $5,150,065 | 195,969 | 4.31% | 2.36% |
| 11 | Dimensional Etf Trust | US CORE EQUITY 2 | $3,910,132 | 100,621 | 3.27% | 1.79% |
| 12 | Goldman Sachs Etf Tr | ACTIVEBETA US LG | $2,788,647 | 22,286 | 2.33% | 1.28% |
| 13 | Vanguard Index Fds | SML CP GRW ETF | $2,517,743 | 8,330 | 2.11% | 1.15% |
| 14 | Dimensional Etf Trust | INTL CORE EQUITY | $2,057,258 | 57,902 | 1.72% | 0.94% |
| 15 | Ishares Tr | CRE U S REIT ETF | $1,913,968 | 32,336 | 1.6% | 0.88% |
| 16 | Ishares Tr | US SML CAP EQT | $1,482,397 | 19,637 | 1.24% | 0.68% |
| 17 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $1,475,397 | 29,573 | 1.23% | 0.68% |
| 18 | Goldman Sachs Etf Tr | ACTIVEBETA INT | $1,388,786 | 32,200 | 1.16% | 0.64% |
| 19 | Goldman Sachs Etf Tr | ACTIVEBETA EME | $688,608 | 15,940 | 0.58% | 0.32% |
| 20 | American Centy Etf Tr | INTL SMCP VLU | $655,980 | 6,569 | 0.55% | 0.3% |
| 21 | Dimensional Etf Trust | NATL MUN BD ETF | $611,443 | 12,757 | 0.51% | 0.28% |
| 22 | Pinnacle Finl Partners Inc | COM | $583,340 | 6,772 | 0.49% | 0.27% |
| 23 | Vanguard Index Fds | SM CP VAL ETF | $579,189 | 2,666 | 0.48% | 0.27% |
| 24 | Apple Inc | COM | $484,231 | 1,908 | 0.41% | 0.22% |
| 25 | Vanguard World Fd | MEGA CAP INDEX | $338,926 | 1,434 | 0.28% | 0.16% |
Top 25 of 28 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $33.0M | 15.1% |
| High net worth individuals | 52 | $153M | 70.1% |
| Pension and profit sharing plans | 8 | $32.1M | 14.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Shayne Ruffing | Owner; Cco | Chartered Financial Consultant | Oct 2006 (20y) | 50% – 75% |
| Dilweg, Anthony | Sole Partner | Sep 2018 (8y) | ≈ 18.75% – 50% via Blue Slide Steamers, Llc | |
| John Gallagher | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| August Kenneth Pye | Registered representative | Jun 2025 (1y) | ||
| Jordan Gipe Rogers Celeste | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Slide Steamers, Llc | Owner | Sep 2021 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dilweg, Anthony: 75% – 100% of Blue Slide Steamers, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 947 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $125M (57% of AUM) Mar 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗