Overview
Assets Under Management: $201 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 87
Average Client Assets: $1.5 million
Frequently Asked Questions
INTEGRATED 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 #114923), INTEGRATED WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INTEGRATED WEALTH MANAGEMENT, LLC is headquartered in SCOTTSDALE, AZ.
INTEGRATED WEALTH MANAGEMENT, LLC serves 87 high-net-worth clients according to their SEC filing dated January 17, 2018. View client details ↓
According to their SEC Form ADV, INTEGRATED WEALTH MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
INTEGRATED WEALTH MANAGEMENT, LLC manages $201 million in client assets according to their SEC filing dated January 17, 2018.
According to their SEC Form ADV, INTEGRATED WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.59%
Average Client Assets: $1.5 million
Total Client Accounts: 743
Discretionary Accounts: 743
Regulatory Filings
CRD Number: 114923
Filing ID: 1161473
Last Filing Date: 2018-01-17 10:11:00