Anthony Rossi
Integrated Wealth Advisors · Bellevue, Washington
Anthony Rossi is a fee-only financial advisor at Integrated Wealth Advisors in Bellevue, Washington. Anthony focuses on founders (pre-exit) and family wealth transfer. Integrated Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Integrated Wealth Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $122.4M across 288 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6212463 |
| Exams passed | Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.integratedwa.com |
| Profile |
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Questions about Anthony
Is Anthony Rossi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Integrated Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Integrated Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Rossi based?
Anthony Rossi is based in Bellevue, Washington.
What does Anthony specialize in?
Anthony's specialties include founders (pre-exit) and family wealth transfer. Anthony works with founders, ultra high net worth and multi-generational families.
Is Anthony Rossi registered with the SEC?
Yes. Anthony Rossi is registered as an investment adviser representative in WA (CRD 6212463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Wealth Advisors manage?
Integrated Wealth Advisors reports $122.4M across 288 accounts in assets under management.
How do I contact Anthony Rossi?
Through Anthony's website, www.integratedwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Integrated Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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