Overview
Assets Under Management: $189 million
Headquarters: UNIONTOWN, OH
High-Net-Worth Clients: 64
Average Client Assets: $461,629
Frequently Asked Questions
INTEGRATED WEALTH MANAGEMENT, INC. 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 #141092), INTEGRATED WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
INTEGRATED WEALTH MANAGEMENT, INC. is headquartered in UNIONTOWN, OH.
INTEGRATED WEALTH MANAGEMENT, INC. serves 64 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, INTEGRATED WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
INTEGRATED WEALTH MANAGEMENT, INC. manages $189 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, INTEGRATED WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.59
Average High-Net-Worth Client Assets: $461,629
Total Client Accounts: 1,075
Discretionary Accounts: 1,054
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 141092
Filing ID: 1945851
Last Filing Date: 2025-03-25 06:57:00
Website: https://iwmgameplan.com