SEC Form ADV

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC

Registered Investment Adviser
$119.4M
Assets Under Management
468
Total Clients
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Registration Details

Accession
CRD-286151
Filing Date
March 30, 2026
AUM
$119.4M
Total Clients
468
Amendment
No

About this Adviser

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $119.4M in assets across 468 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.