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KC
CFA · CFP
KC
CFA · CFP

Kyle Caouette

Integrated Wealth Concepts LLC
19 Years of Experience
Scottsdale, AZ
Sells Insurance
View SEC Summary
View SEC Summary

Kyle Caouette is a CFA, CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Scottsdale, AZ, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4800 North Scottsdale Road, Suite 400, Scottsdale, AZ, 85251

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kyle is an independent insurance agent since 2009. This activity requires minimal time.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
April 2026 - Present · 6 mos
Previous Registrations
Parallel Advisors, LLC
April 2022 - June 2026 · 4 yrs 2 mos
Simplified Wealth Strategies
January 2022 - July 2022 · 6 mos
Parcion Private Wealth LLC
October 2019 - January 2022 · 2 yrs 3 mos
UBS Financial Services INC.
September 2007 - November 2019 · 12 yrs 2 mos
UBS Financial Services INC.Broker
September 2007 - November 2019 · 12 yrs 2 mos
State Registrations3 states
AZTXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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