Overview
Assets Under Management: $119 million
High-Net-Worth Clients: 32
Average Client Assets: $2.1 million
Frequently Asked Questions
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286151), INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC manages $119 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.57%
Average Client Assets: $2.1 million
Total Client Accounts: 468
Discretionary Accounts: 434
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 286151
Filing ID: 2063467
Last Filing Date: 2026-03-30 09:39:55