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, SEC-registered advisory corporation that began registration in 2023 and is owned by an individual. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator. Its fee arrangements include asset-based fees, fixed fees, and other fee structures. Core advisory services disclosed on filings are financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor and operates from a single-state registration.
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
1 of 1
Tracy Williams
Chief Operating OfficerCRD 7992919
Contacts
3 of 6
Benjamin Grosko
PartnerCRD 5653871
Stephen Jackson
Director of Client PlanningCRD 6873355
Edward Grosko
President and FounderCRD 2732880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$92.6M in ETFs
25%
$23.5M
37%
$69.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $8.1M | 91,906 | 8.73% |
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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