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| Keyboard |
| Integrated Planning & Wealth Management LLC
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|---|---|
| CRD # | 286151 |
| SEC # | 801-130748 |
| CIK # | |
| AUM | 119.4 M (2026-03-30) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 317-706-4748 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 37.3 |
| (b) Individuals (high net worth individuals) | 32 | 68.7 |
| (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 | 33 | 13.4 |
| (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 | 468 | 119.4 |
| By Discretionary | ||
| Discretionary | 434 | 103.4 |
| Non-Discretionary | 34 | 16.0 |
| Total | 468 | 119.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.4 | |
| Total | 468 | 119.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 38 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Solid Point Wealth Advisors LLC
✚
|
119.7 M | |
|
Copperwood Financial Inc
✚
|
IL | 119.6 M |
|
Chestnut Street Investment Counsel LLC
✚
|
PA | 119.5 M |
|
Engage Wealth Group LLC
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|
IL | 119.5 M |
|
Virtus Wealth Management LLC
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|
MO | 119.4 M |
|
CMC Financial Group LLC
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|
GA | 119.3 M |
|
Exceed Advisory LLC
✚
|
NY | 119.2 M |
|
Avantia Investment Services LLC
✚
|
WA | 119.1 M |
|
Wealth Coach LLC
✚
|
NY | 119.1 M |
|
Carolina Strategy LLC
✚
|
119.1 M |