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| Keyboard |
| Integrated Wealth Management Inc
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|---|---|
| CRD # | 141092 |
| SEC # | 801-128851 |
| CIK # | 0002113155, 0001640250 |
| AUM | 254.1 M (2026-05-14) |
| Employees | 9 (56% 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 | 2.0 | ||
| Nvidia Corp | 1.4 | ||
| Microsoft Corp | 0.8 | ||
| Progressive Corp/Oh/ | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 136.8 |
| (b) Individuals (high net worth individuals) | 52 | 115.8 |
| (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 | 5 | 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 | 4 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,326 | 254.1 |
| By Discretionary | ||
| Discretionary | 1,261 | 244.7 |
| Non-Discretionary | 65 | 9.4 |
| Total | 1,326 | 254.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.1 | |
| Total | 1,326 | 254.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001640250] | |
| 13F-HR | [0002113155] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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ACAP Asset Management Inc
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Endeavor Wealth Advisors LLC
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Reutemann Financial Solutions Inc
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|
Mariaca Wealth Management LLC
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