INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$119,404,994
Discretionary
$103,412,893
Non-discretionary
$15,992,101
Firm details
- CRD number
- 286151
- SEC file number
- 801-130748
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.