Integrated Wealth Management, Inc.
Firm details
- Headquarters
- Uniontown, Ohio
- CRD number
- 141092
- Registered since
- October 11, 2023
- Website
- iwmgameplan.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals53.86%
- HNWI45.58%
- Pension & Profit Sharing Plans0.29%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integrated Wealth Management, Inc. is an independent, individually owned registered investment adviser that registered with the SEC in 2023. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection (using third‑party advisers) and educational workshops. Fee arrangements include percentage of AUM, fixed fees and other fee models. The firm is not an ESG investor and lists an insurance company affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities41%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$96.5M in ETFs
24%
$23.6M
39%
$73M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $7.5M | 83,780 | 7.79% |
Location
Uniontown, OH
Summit
Location
Uniontown, OH
Headquartered in Uniontown, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 1790 Town Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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