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INTEGRATED WEALTH MANAGEMENT, INC.
1790 Town Park Blvd.
Suite K
Uniontown, Ohio 44685
Tel: 330-896-1644
About INTEGRATED WEALTH MANAGEMENT, INC.
INTEGRATED WEALTH MANAGEMENT, INC, formally registered with the SEC as INTEGRATED WEALTH MANAGEMENT, INC. The firm was established in 10/11/2023. They have over 1 offices throughout the country.
INTEGRATED WEALTH MANAGEMENT, INC. is a Uniontown, Ohio based Financial Planning firm with nearly $139,241,673 assets under management, offering retirement planning & investment advisory services to 860 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141092 |
| SEC# | 801-128851 |
| Assets Managed by Firm | $139,241,673 |
| No. of Clients | 860 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (THIRD PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 860 | $139,241,673 |
| Individuals (other than high net worth individuals) | 315 | $80,407,710 |
| High net worth individuals | 72 | $58,178,759 |
| Pension and profit sharing plans | 5 | $543,717 |
| Corporations or other businesses | 1 | $111,487 |
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|---|---|---|---|
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