SEC Form ADV

INTEGRATED WEALTH MANAGEMENT, INC.

Registered Investment AdviserOH
$254.1M
Assets Under Management
5
Total Clients
10
Employees
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Registration Details

Accession
crd-141092
Location
UNIONTOWN, OH
Filing Date
August 11, 2026
AUM
$254.1M
Total Clients
5
Institutional Clients
5
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

INTEGRATED WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in UNIONTOWN, OH, managing approximately $254.1M in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.