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| Integrated Planning & Wealth Management LLC
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|
|
|---|---|
| CRD # | 286151 |
| SEC # | 801-130748 |
| CIK # | |
| AUM | $68.1 MM (2024-06-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 317-706-4748 |
| Address | 664 Hythe Way Westfield, IN 46074 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 61.5 |
| (b) Individuals (high net worth individuals) | 0 | 6.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 68.1 |
| By Discretionary | ||
| Discretionary | 393 | 68.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 393 | 68.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.1 | |
| Total | 393 | 68.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
|
St James Investment Advisors LLC
✚
|
NY | 0.1 |
|
Opportunus Wealth Management LLC
✚
|
WA | 0.1 |
|
Royale Asset Management LLC
✚
|
NY | 0.1 |
|
Weatherhelm Capital Management LLC
✚
|
NY | 0.1 |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |