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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Wealth Management Inc
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| CRD # | 141092 |
| SEC # | 801-128851 |
| CIK # | 0001640250 |
| AUM | $189.5 M (2025-03-25) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 330-896-1644 |
| Address | 1790 Town Park Blvd Uniontown, OH 44685 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Philip Morris International Inc | 8.6 | ||
| Procter & Gamble Co | 7.4 | ||
| Johnson & Johnson | 7.3 | ||
| Exxon Mobil Corp | 6.3 | ||
| Altria Group Inc | 6.0 | ||
| United Parcel Service Inc | 5.3 | ||
| Chevron Corp | 5.0 | ||
| Coca Cola Co | 4.3 | ||
| J P Morgan Chase & Co | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 158.7 |
| (b) Individuals (high net worth individuals) | 64 | 29.5 |
| (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 | 6 | 0.7 |
| (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 | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,075 | 189.5 |
| By Discretionary | ||
| Discretionary | 1,054 | 180.8 |
| Non-Discretionary | 21 | 8.7 |
| Total | 1,075 | 189.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.5 | |
| Total | 1,075 | 189.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001640250] |
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|---|---|---|
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AZ | 0.2 |
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TX | 0.2 |
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CA | 0.2 |
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Chicago Investment Advisory Council Inc
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IL | 0.2 |
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Providence Financial and Insurance Services Inc
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CA | 0.2 |
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Covingtonalsina LLC
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FL | 0.2 |
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Sensenig Capital Advisors Inc
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PA | 0.2 |
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Cygnet Financial Planning Inc
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MI | 0.2 |
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Regatta Research & Money Management LLC
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LA | 0.2 |
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Quest 10 Wealth Builders Inc
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NC | 0.2 |