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| Keyboard |
| Integrative Planning Inc
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|---|---|
| CRD # | 336307 |
| SEC # | 801-133844 |
| CIK # | |
| AUM | 101.4 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 704-947-8444 |
| Address | 19520 W Catawba Ave Cornelius, NC 28031 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 29.8 |
| (b) Individuals (high net worth individuals) | 36 | 71.6 |
| (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 | 429 | 101.4 |
| By Discretionary | ||
| Discretionary | 429 | 101.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 429 | 101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.4 | |
| Total | 429 | 101.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Wealth Partners LLC
✚
|
TN | 101.7 M |
|
Hanover Square Wealth Advisors LLC
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|
101.6 M | |
|
Mendoza Private Wealth Inc
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FL | 101.4 M |
|
Integrated Benefits Incorporated
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101.3 M | |
|
Palomar Advisors Inc
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101.3 M | |
|
Suttle Crossland Wealth Advisors LLC
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|
AZ | 101.1 M |
|
Beacon Associates Wealth Management LLC
✚
|
OH | 101.1 M |
|
Ensign Advisory Partners LLC
✚
|
AZ | 101.0 M |
|
Ascent Advisors LLC
✚
|
MN | 101.0 M |
|
CWM Advisory LLC
✚
|
MD | 101.0 M |