SEC Form ADV

INTEGRATED WEALTH MANAGEMENT, INC.

Registered Investment AdviserOH
$254.1M
Assets Under Management
1,326
Total Clients
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Registration Details

Accession
CRD-141092
Location
UNIONTOWN, OH
Filing Date
May 14, 2026
AUM
$254.1M
Total Clients
1,326
Amendment
No

About this Adviser

INTEGRATED WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in UNIONTOWN, OH, managing approximately $254.1M in assets across 1,326 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.