Thomas Kim
Financial advisor at Integrated Wealth Concepts LLC · Irvine, CA
Last updated 2026-10-10
Claim your profileThomas Kim is a financial advisor at Integrated Wealth Concepts LLC in Irvine, CA, CRD 8223172. IAPD registration began 2026-05-06.
Registration
- CRD number
- 8223172
- Registration status
- Active
- IAPD registration
- 2026-05-06
- Industry Experience
- 0 years
- Work Experience
- 21 years
- States registered
- CA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Work history
- 2004-11 to Present · Wright Ford & Young, Cpa · Irvine, CA
- 2026-02 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
Thomas Kim is a financial advisor at Integrated Wealth Concepts LLC in Irvine, CA. The latest record indicates less than 1 year of industry experience and 21 years of reported work history. Reported roles include Wright Ford & Young, Cpa.
SEC disclosures list additional business and community activities: 11/2004 - Wright Ford & Young Cpa - Cpa Firm - Tax Partner - Non-Inv Related - At Reported Location(s) - 160 Hour Per Month/160 Hours Per Securities Trading Hours.
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 Thomas Kim 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
16140 Sand Canyon Avenue, Irvine, CA 92618
8 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Thomas Kim?
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