AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AC

Austin Sarvis Collins

INTEGRATED WEALTH ADVISORS
BELLEVUE, WA
·CRD# 5023425·21 years experience

Professional Summary

Austin Sarvis Collins is a registered financial advisor currently at INTEGRATED WEALTH ADVISORS, LLC located in Bellevue, Washington. Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Austin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
View profile
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Years of Experience

21 years in the financial services industry

Current & Past Employments

INTEGRATED WEALTH ADVISORS, LLC·CRD# 314575
RIA
500 108th Ave Ne #1100, Bellevue, WA 98004
November 4, 2021 - Present
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Bellevue, WA
January 29, 2021 - December 31, 2025
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Bellevue, WA
January 29, 2021 - December 31, 2025
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Seattle, WA
March 23, 2006 - February 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Seattle, WA
March 23, 2006 - February 1, 2021

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Current Firm

IW
INTEGRATED WEALTH ADVISORS, LLC

INTEGRATED WEALTH ADVISORS | INTEGRATED WEALTH ADVISORS, LLC

CRD#: 314575 / SEC#: 801-135128
RIA
Registered Investment Advisory firm - SEC (1/8/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (2/9/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

500 108th Ave Ne #1100, Bellevue, WA 98004

Phone Number

(425) 818-0717

# of Employees

6

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IWA_WRAP_BROCHURE (6/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

288

AUM (Assets Under Management)

$122,360,346

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Fixed insurance sales; as of 1/29/2021; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Optimal Tax Asset Management, Inc.; CEO/Chief Investment Officer; as of 1/27/2026; Approximately 25% of time spent during business hours; Conducted at branch location; Investment related. 3. Tax Alpha Group, LLC; Founder/CEO; as of 11/20/2025; Approximately 5 hours per week during business hours; Conducted at branch location; Investment related. 4. Okeanos Venture Management; Individual Investor; as of 1/1/2026; Approximately 2 hours per month outside of trading hours; Not conducted at branch location; Investment related.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INTEGRATED WEALTH ADVISORS, LLC

INTEGRATED WEALTH ADVISORS | INTEGRATED WEALTH ADVISORS, LLC

CRD#: 314575 / SEC#: 801-135128
RIA
Registered Investment Advisory firm - SEC (1/8/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (2/9/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(1/13/2026)
IAR
Washington
(11/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Austin Sarvis Collins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#
AC
Follow Austin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required