Kyle Kosuke ha'aheo Caouette
Investment adviser representative at Integrated Wealth Concepts LLC
19 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$23.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Integrated Wealth Concepts LLCApr 2026 to now
- Parallel Advisors, LLCApr 2022 to Apr 2026
- Simplified Wealth Strategies LLCDec 2021 to Apr 2022
- Parcion Private Wealth LLCOct 2019 to Dec 2021
- UBS Private Wealth ManagementJul 2007 to Oct 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5232185
- Firm CRD
- 284656