Kelvin J Kwan
Investment adviser representative at Integrated Advisors Wealth Management LLC
19 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Integrated Advisors Wealth Management LLCMay 2026 to now
- Ae Financial Services, LLCAug 2020 to Sep 2026
- Liberty Wealth Management, LLCMay 2018 to Oct 2026
- Liberty Group, LLCJun 2008 to Aug 2020
- Granite Bay Asset ManagementJul 2007 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integrated Advisors Wealth Management LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn 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
- 5523072
- Firm CRD
- 342662