INTEGRATED WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$254,065,547
Discretionary
$244,675,515
Non-discretionary
$9,390,032
Firm details
- CRD number
- 141092
- SEC file number
- 801-128851
- Main office
- UNIONTOWN, OH, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://iwmgameplan.com/
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.