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INTEGRATED WEALTH MANAGEMENT, INC.

CRD 141092 · SEC 801-128851

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1790 TOWN PARK BLVD., SUITE K, UNIONTOWN, OH, 44685, United States

Phone

330-896-1644

Fax

330-899-0488

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$254.1M

Discretionary AUM

$244.7M

Team

9 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; THIRD PARTY ADVISORY FEES

Org form

Corporation

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals469$136.8M
High net worth individuals52$115.8M
Pension/profit sharing plans5$736K
Corporations/business entities4$691K

States served

OH, FL

All web addresses on file

Official SEC filing: View on IAPD