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INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD 286151 · SEC 801-130748
CA, United States
Phone
(317) 706-4748
Fax
(317) 853-6778
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.4M
Discretionary AUM
$103.4M
Team
7 total employees; 4 advisory reps; 38 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $37.3M |
| High net worth individuals | 32 | $68.7M |
| Pension/profit sharing plans | 33 | $13.4M |
States served
CA, IL, IN, KS, LA, MI, NE, NC, OH, OR, PA, SC, VA, WI, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD