Erwin Reguindin
Financial advisor at Integrated Wealth Concepts LLC · Gig Harbor, WA
Last updated 2026-10-10
Claim your profileErwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC in Gig Harbor, WA, CRD 7012356. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 2022-02-03.
Registration
- CRD number
- 7012356
- Registration status
- Active
- IAPD registration
- 2022-02-03
- Industry Experience
- 4 years
- Work Experience
- 14 years
- States registered
- WA
Licenses and exams
- Series 63
- Series 65
- Series 66
Work history
- 2012-04 to 2019-04 · Bankers Life & Casualty · University Place, WA
- 2018-11 to 2019-04 · Bankers Life Securities Inc. · University Place, WA
- 2019-07 to 2020-07 · Packerland Brokerage Services Inc · Green Bay, WI
- 2020-07 to 2021-12 · Gradient Securities, LLC · Arden Hills, MN
- 2019-04 to 2023-12 · The Medicare Exchange · Tacoma, WA
- 2022-02 to 2024-01 · Anchor Financial LLC · Tacoma, WA
- 2024-01 to 2025-09 · Edward Jones · St. Louis, MO
- 2025-09 to Present · Integrated Wealth Concepts LLC · Waltham, MA
Current employment
- Integrated Wealth Concepts LLC · Waltham, MA
Integrated Wealth Concepts LLC
- Regulatory AUM
- $23,576,950,000
- Registered advisors
- 480
- Offices
- 259
- Clients per advisor
- 62.2 (Moderate)
- Average AUM per client
- $789.9K (Low)
- High-net-worth client ratio
- 34.9% (Moderate)
Integrated Wealth Concepts LLC: advisors, services and reported ETF investments
About
Erwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC in Gig Harbor, WA. Reported securities licenses include Series 63 and Series 65 and Series 66. The latest record indicates 4 years of industry experience and 14 years of reported work history. Reported roles include Edward Jones, Anchor Financial LLC, The Medicare Exchange, Gradient Securities, LLC, among others.
SEC disclosures list additional business and community activities: Rental Property Type Of Business: Rental Steilacoom: Will do repairs and maintenance as needed; "american Senior Benefits Type: Date: 04/19/19 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Olathe Ks" 09/2025 - Integrated Wealth Concepts.
Integrated Wealth Concepts LLC's firm-level Form ADV reports 480 advisors across 259 offices; approximately 62.2 clients per advisor, average assets per client of $789,900, and regulatory AUM of $23.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $14B across 1,512 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Erwin Reguindin personally.
Reported ETF positions
Integrated Wealth Concepts reports 1,512 ETF positions worth $14B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BKLC — BNY Mellon US Large Cap Core Equity ETF | $699M |
| ACIO — Aptus Collared Income Opportunity ETF | $521.2M |
| IVV — iShares Core S&P 500 ETF | $339.8M |
| DRSK — Aptus Defined Risk ETF | $333.8M |
| BBIN — JPMorgan BetaBuilders International Equity ETF | $280.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Integrated Wealth Concepts's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $99.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $190.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $34.3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $39.1M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Integrated Wealth Concepts LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
3220 Rosedale Street NW, Gig Harbor, WA 98335
4 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Erwin Reguindin?
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